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 101,435 shares of AVSU stock, worth $6.7 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
101,435
Previous 100,039 1.4%
Holding current value
$6.7 Million
Previous $6.62 Million 4.91%
% of portfolio
2.27%
Previous 2.29%

Shares

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

Apr 08, 2025
BUY
$61.4 - $69.08 $85,714 - $96,435
1,396 Added 1.4%
101,435 $6.29 Million
Q4 2024

Jan 30, 2025
BUY
$64.29 - $69.59 $251,245 - $271,957
3,908 Added 4.07%
100,039 $6.62 Million
Q3 2024

Oct 30, 2024
BUY
$59.01 - $65.3 $807,079 - $893,108
13,677 Added 16.59%
96,131 $6.28 Million
Q2 2024

Jul 17, 2024
BUY
$57.39 - $62.24 $1.19 Million - $1.29 Million
20,757 Added 33.64%
82,454 $5.09 Million
Q1 2024

May 06, 2024
SELL
$54.96 - $61.43 $12,530 - $14,006
-228 Reduced 0.37%
61,697 $3.79 Million
Q4 2023

Jan 18, 2024
BUY
$47.19 - $56.42 $28,833 - $34,472
611 Added 1.0%
61,925 $3.48 Million
Q3 2023

Oct 25, 2023
SELL
$49.19 - $53.54 $48,304 - $52,576
-982 Reduced 1.58%
61,314 $3.04 Million
Q2 2023

Jul 13, 2023
SELL
$47.09 - $51.63 $69,033 - $75,689
-1,466 Reduced 2.3%
62,296 $3.22 Million
Q1 2023

Apr 17, 2023
BUY
$45.67 - $50.71 $128,424 - $142,596
2,812 Added 4.61%
63,762 $3.08 Million
Q4 2022

Feb 08, 2023
BUY
$42.63 - $48.93 $276,839 - $317,751
6,494 Added 11.93%
60,950 $2.79 Million
Q3 2022

Nov 15, 2022
BUY
$42.48 - $50.98 $2.31 Million - $2.78 Million
54,456 New
54,456 $2.31 Million

Others Institutions Holding AVSU

# of Institutions
71
Shares Held
2.52M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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