Forum Financial Management, LP American Centy ETF Tr Avantis Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 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 26,025 shares of AVLV stock, worth $1.89 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
26,025
Previous 27,360 4.88%
Holding current value
$1.89 Million
Previous $1.87 Million 0.75%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$68.33 - $72.69 $91,220 - $97,041
-1,335 Reduced 4.88%
26,025 $1.88 Million
Q2 2025

Jul 30, 2025
BUY
$56.85 - $68.21 $56 - $68
1 Added 0.0%
27,360 $1.87 Million
Q1 2025

May 02, 2025
BUY
$63.51 - $70.42 $1.74 Million - $1.93 Million
27,359 New
27,359 $1.78 Million

Others Institutions Holding AVLV

# of Institutions
401
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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