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 35,920 shares of AVRE stock, worth $1.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,920
Previous 40,874 12.12%
Holding current value
$1.6 Million
Previous $1.8 Million 11.47%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 24, 2025
SELL
$43.53 - $45.34 $215,647 - $224,614
-4,954 Reduced 12.12%
35,920 $1.6 Million
Q2 2025

Jul 30, 2025
BUY
$38.75 - $44.92 $213,900 - $247,958
5,520 Added 15.61%
40,874 $1.8 Million
Q1 2025

May 02, 2025
BUY
$40.62 - $44.31 $1.44 Million - $1.57 Million
35,354 New
35,354 $1.52 Million
Q3 2024

Oct 29, 2024
SELL
$40.95 - $48.28 $118,795 - $140,060
-2,901 Reduced 7.7%
34,780 $1.64 Million
Q2 2024

Jul 30, 2024
SELL
$38.89 - $42.05 $324,381 - $350,739
-8,341 Reduced 18.12%
37,681 $1.55 Million
Q1 2024

May 09, 2024
BUY
$40.52 - $43.42 $1.1 Million - $1.18 Million
27,181 Added 144.27%
46,022 $1.95 Million
Q4 2023

Feb 07, 2024
SELL
$35.51 - $43.68 $754,551 - $928,156
-21,249 Reduced 53.0%
18,841 $816,000
Q3 2023

Nov 03, 2023
BUY
$37.14 - $42.66 $115,096 - $132,203
3,099 Added 8.38%
40,090 $1.51 Million
Q2 2023

Jul 26, 2023
BUY
$39.41 - $41.99 $25,616 - $27,293
650 Added 1.79%
36,991 $1.51 Million
Q1 2023

Apr 19, 2023
BUY
$39.04 - $45.85 $514,195 - $603,890
13,171 Added 56.85%
36,341 $1.51 Million
Q4 2022

Jan 24, 2023
BUY
$36.95 - $43.22 $856,131 - $1 Million
23,170 New
23,170 $0

Others Institutions Holding AVRE

# of Institutions
148
Shares Held
12.7M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
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