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

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 2025

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 220,439 shares of AVEM stock, worth $16.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

220,439

Previous 187,205 17.75%

Holding current value

$16.9 Million

Previous $12.8 Million 29.04%

% of portfolio

0.26%

Previous 0.22%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$68.33 - $75.41 $2.27 Million - $2.51 Million	33,234 Added 17.75%	220,439 $16.6 Million
Q2 2025 Aug 08, 2025	BUY	$53.08 - $68.54 $394,225 - $509,046	7,427 Added 4.13%	187,205 $12.8 Million
Q1 2025 May 07, 2025	BUY	$57.11 - $62.4 $362,248 - $395,803	6,343 Added 3.66%	179,778 $10.8 Million
Q4 2024 Jan 22, 2025	BUY	$58.59 - $66.14 $537,446 - $606,702	9,173 Added 5.58%	173,435 $10.2 Million
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

697

Shares Held

160M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

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