Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 164,262 shares of AVEM stock, worth $9.75 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

164,262

Previous 175,290 6.29%

Holding current value

$9.75 Million

Previous $10.7 Million 0.91%

% of portfolio

0.24%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$57.2 - $65.59 $630,801 - $723,326	-11,028 Reduced 6.29%	164,262 $10.6 Million
Q2 2024 Aug 02, 2024	BUY	$56.42 - $62.42 $207,569 - $229,643	3,679 Added 2.14%	175,290 $10.7 Million
Q1 2024 May 13, 2024	BUY	$53.02 - $58.54 $251,102 - $277,245	4,736 Added 2.84%	171,611 $9.95 Million
Q4 2023 Feb 08, 2024	BUY	$51.0 - $56.39 $317,628 - $351,196	6,228 Added 3.88%	166,875 $9.41 Million
Q3 2023 Oct 05, 2023	BUY	$52.44 - $57.3 $945,702 - $1.03 Million	18,034 Added 12.65%	160,647 $8.48 Million
Q2 2023 Jul 19, 2023	BUY	$51.46 - $55.92 $1.31 Million - $1.42 Million	25,465 Added 21.74%	142,613 $7.67 Million
Q1 2023 Apr 25, 2023	BUY	$50.27 - $56.2 $5.89 Million - $6.58 Million	117,148 New	117,148 $6.2 Million

Others Institutions Holding AVEM

# of Institutions

469

Shares Held

99.3M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History