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

Highland Financial Advisors, LLC

  • $277 Million
  • Q1 2025

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 18,290 shares of AVSE stock, worth $949,068. This represents 0.34% of its overall portfolio holdings.

Number of Shares
18,290
Previous 18,340 0.27%
Holding current value
$949,068
Previous $925,000 2.16%
% of portfolio
0.34%
Previous 0.32%

Shares

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

Apr 08, 2025
SELL
$48.73 - $53.38 $2,436 - $2,669
-50 Reduced 0.27%
18,290 $945,000
Q4 2024

Jan 30, 2025
BUY
$50.47 - $56.52 $12,819 - $14,356
254 Added 1.4%
18,340 $925,000
Q3 2024

Oct 30, 2024
BUY
$48.92 - $56.14 $27,101 - $31,101
554 Added 3.16%
18,086 $1 Million
Q2 2024

Jul 17, 2024
BUY
$47.58 - $52.85 $103,914 - $115,424
2,184 Added 14.23%
17,532 $907,000
Q1 2024

May 06, 2024
SELL
$45.19 - $49.53 $26,707 - $29,272
-591 Reduced 3.71%
15,348 $753,000
Q4 2023

Jan 18, 2024
BUY
$43.39 - $48.23 $51,026 - $56,718
1,176 Added 7.97%
15,939 $764,000
Q3 2023

Oct 25, 2023
BUY
$44.57 - $48.6 $33,917 - $36,984
761 Added 5.43%
14,763 $662,000
Q2 2023

Jul 13, 2023
BUY
$43.47 - $47.63 $104,632 - $114,645
2,407 Added 20.76%
14,002 $643,000
Q1 2023

Apr 17, 2023
SELL
$42.49 - $47.5 $6,076 - $6,792
-143 Reduced 1.22%
11,595 $519,000
Q4 2022

Feb 08, 2023
BUY
$37.62 - $44.13 $27,312 - $32,038
726 Added 6.59%
11,738 $501,000
Q3 2022

Nov 15, 2022
BUY
$38.73 - $44.82 $426,494 - $493,557
11,012 New
11,012 $426,000

Others Institutions Holding AVSE

# of Institutions
45
Shares Held
795K
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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