Forum Financial Management, LP American Centy ETF Tr Avantis Transaction History
Forum Financial Management, LP
- $5.76 Billion
- Q2 2025
A detailed history of Forum Financial Management, LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Forum Financial Management, LP holds 15,196 shares of AVES stock, worth $871,338. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,196
Previous 15,196
-0.0%
Holding current value
$871,338
Previous $716,000
13.55%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding AVES
# of Institutions
139Shares Held
11MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO1.47MShares$84.2 Million0.04% of portfolio
-
Merriman Wealth Management, LLC798KShares$45.7 Million1.6% of portfolio
-
Ccm Investment Group, LLC Northfield, MN796KShares$45.7 Million3.99% of portfolio
-
Empowered Funds, LLC786KShares$45.1 Million0.5% of portfolio
-
Armbruster Capital Management, Inc.340KShares$19.5 Million3.31% of portfolio