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 3,139 shares of AVUV stock, worth $310,039. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,139
Previous 4,671 32.8%
Holding current value
$310,039
Previous $448,000 32.37%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

SELL
$94.37 - $106.41 $144,574 - $163,020
-1,532 Reduced 32.8%
3,139 $303,000
Q3 2024

Oct 21, 2024

SELL
$88.24 - $99.7 $15,706 - $17,746
-178 Reduced 3.67%
4,671 $448,000
Q2 2024

Aug 02, 2024

SELL
$86.93 - $93.77 $135,002 - $145,624
-1,553 Reduced 24.26%
4,849 $435,000
Q1 2024

May 13, 2024

BUY
$84.87 - $93.71 $543,337 - $599,931
6,402 New
6,402 $599,000

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.