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

Highland Financial Advisors, LLC

  • $281 Million
  • Q3 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 160,396 shares of AVUV stock, worth $16.2 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares
160,396
Previous 147,098 9.04%
Holding current value
$16.2 Million
Previous $13.2 Million 16.61%
% of portfolio
5.47%
Previous 4.91%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$88.24 - $99.7 $1.17 Million - $1.33 Million
13,298 Added 9.04%
160,396 $15.4 Million
Q2 2024

Jul 17, 2024
BUY
$86.93 - $93.77 $4.11 Million - $4.43 Million
47,272 Added 47.35%
147,098 $13.2 Million
Q1 2024

May 06, 2024
SELL
$84.87 - $93.71 $43,283 - $47,792
-510 Reduced 0.51%
99,826 $9.36 Million
Q4 2023

Jan 18, 2024
BUY
$73.38 - $91.25 $334,466 - $415,917
4,558 Added 4.76%
100,336 $9.01 Million
Q3 2023

Oct 25, 2023
BUY
$75.9 - $84.23 $86,222 - $95,685
1,136 Added 1.2%
95,778 $7.47 Million
Q2 2023

Jul 13, 2023
BUY
$69.33 - $77.71 $339,717 - $380,778
4,900 Added 5.46%
94,642 $7.35 Million
Q1 2023

Apr 17, 2023
BUY
$70.61 - $84.06 $106,691 - $127,014
1,511 Added 1.71%
89,742 $6.65 Million
Q4 2022

Feb 08, 2023
BUY
$68.43 - $80.54 $27,166 - $31,974
397 Added 0.45%
88,231 $6.57 Million
Q3 2022

Nov 15, 2022
BUY
$65.42 - $79.96 $217,259 - $265,547
3,321 Added 3.93%
87,834 $5.81 Million
Q2 2022

Aug 04, 2022
BUY
$67.93 - $81.74 $5.74 Million - $6.91 Million
84,513 New
84,513 $5.78 Million

Others Institutions Holding AVUV

# of Institutions
732
Shares Held
99M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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