Highland Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History

Highland Financial Advisors, LLC

  • $289 Million
  • Q4 2024

A detailed history of Highland Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 326,231 shares of AVDE stock, worth $21 Million. This represents 6.94% of its overall portfolio holdings.

Number of Shares
326,231
Previous 310,596 5.03%
Holding current value
$21 Million
Previous $20.8 Million 3.83%
% of portfolio
6.94%
Previous 7.4%

Shares

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

Jan 30, 2025
BUY
$60.9 - $66.69 $952,171 - $1.04 Million
15,635 Added 5.03%
326,231 $20 Million
Q3 2024

Oct 30, 2024
BUY
$60.09 - $67.67 $715,251 - $805,476
11,903 Added 3.99%
310,596 $20.8 Million
Q2 2024

Jul 17, 2024
BUY
$61.17 - $65.29 $2.49 Million - $2.66 Million
40,746 Added 15.8%
298,693 $18.6 Million
Q1 2024

May 06, 2024
BUY
$58.3 - $63.83 $491,177 - $537,767
8,425 Added 3.38%
257,947 $16.4 Million
Q4 2023

Jan 18, 2024
BUY
$52.98 - $60.62 $1.21 Million - $1.38 Million
22,821 Added 10.07%
249,522 $15.1 Million
Q3 2023

Oct 25, 2023
BUY
$55.54 - $59.61 $817,215 - $877,101
14,714 Added 6.94%
226,701 $12.6 Million
Q2 2023

Jul 13, 2023
BUY
$55.68 - $59.23 $3.82 Million - $4.06 Million
68,585 Added 47.83%
211,987 $12.2 Million
Q1 2023

Apr 17, 2023
BUY
$53.37 - $58.39 $119,922 - $131,202
2,247 Added 1.59%
143,402 $8.18 Million
Q4 2022

Feb 08, 2023
BUY
$45.5 - $54.96 $1.5 Million - $1.82 Million
33,070 Added 30.6%
141,155 $7.51 Million
Q3 2022

Nov 15, 2022
BUY
$45.36 - $54.56 $42,638 - $51,286
940 Added 0.88%
108,085 $4.93 Million
Q2 2022

Aug 04, 2022
BUY
$50.6 - $61.08 $5.42 Million - $6.54 Million
107,145 New
107,145 $5.46 Million

Others Institutions Holding AVDE

# of Institutions
389
Shares Held
75.9M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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