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

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 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 16,297 shares of AVUV stock, worth $1.44 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,297
Holding current value
$1.44 Million
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$84.95 - $100.62 $1.38 Million - $1.64 Million
16,297 New
16,297 $1.42 Million
Q1 2024

May 09, 2024
SELL
$84.87 - $93.71 $8,402 - $9,277
-99 Reduced 2.49%
3,883 $363,000
Q4 2023

Feb 07, 2024
BUY
$73.38 - $91.25 $40,065 - $49,822
546 Added 15.89%
3,982 $357,000
Q2 2023

Jul 26, 2023
BUY
$69.33 - $77.71 $21,145 - $23,701
305 Added 9.74%
3,436 $266,000
Q1 2023

Apr 19, 2023
BUY
$70.61 - $84.06 $221,079 - $263,191
3,131 New
3,131 $231,000

Others Institutions Holding AVUV

# of Institutions
865
Shares Held
120M
Call Options Held
20.2K
Put Options Held
10.8K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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