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 474,763 shares of AVIG stock, worth $19.4 Million. This represents 7.17% of its overall portfolio holdings.

Number of Shares
474,763
Previous 448,166 5.93%
Holding current value
$19.4 Million
Previous $18.3 Million 10.43%
% of portfolio
7.17%
Previous 6.8%

Shares

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

Oct 30, 2024

BUY
$40.41 - $42.73 $1.07 Million - $1.14 Million
26,597 Added 5.93%
474,763 $20.2 Million
Q2 2024

Jul 17, 2024

BUY
$39.99 - $41.15 $2.57 Million - $2.65 Million
64,293 Added 16.75%
448,166 $18.3 Million
Q1 2024

May 06, 2024

BUY
$40.74 - $41.82 $1.93 Million - $1.98 Million
47,352 Added 14.07%
383,873 $15.8 Million
Q4 2023

Jan 18, 2024

BUY
$38.59 - $42.0 $541,726 - $589,596
14,038 Added 4.35%
336,521 $14.1 Million
Q3 2023

Oct 25, 2023

BUY
$39.54 - $41.49 $2.09 Million - $2.19 Million
52,784 Added 19.57%
322,483 $12.8 Million
Q2 2023

Jul 13, 2023

BUY
$41.06 - $42.45 $2.07 Million - $2.14 Million
50,316 Added 22.94%
269,699 $11.2 Million
Q1 2023

Apr 17, 2023

BUY
$40.6 - $42.59 $1.17 Million - $1.23 Million
28,790 Added 15.11%
219,383 $9.24 Million
Q4 2022

Feb 08, 2023

BUY
$39.43 - $42.06 $3.43 Million - $3.66 Million
87,026 Added 84.03%
190,593 $7.81 Million
Q3 2022

Nov 15, 2022

BUY
$40.16 - $44.11 $29,437 - $32,332
733 Added 0.71%
103,567 $4.19 Million
Q2 2022

Aug 04, 2022

BUY
$41.75 - $45.27 $4.29 Million - $4.66 Million
102,834 New
102,834 $4.41 Million

Others Institutions Holding AVIG

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIG
  • Sector ETFs
  • Industry ETFs
More about AVIG
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