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 4,789 shares of AVIV stock, worth $299,839. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,789
Previous 4,789
-0.0%
Holding current value
$299,839
Previous $271,000
9.96%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding AVIV
# of Institutions
130Shares Held
8.35MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO1.37MShares$86 Million0.05% of portfolio
-
Prairie View Partners, LLC1.06MShares$66.6 Million6.4% of portfolio
-
Iag Wealth Partners, LLC543KShares$34 Million5.4% of portfolio
-
Atwood & Palmer Inc469KShares$29.4 Million2.07% of portfolio
-
Financial Advisory Service, Inc.273KShares$17.1 Million1.34% of portfolio