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

Highland Financial Advisors, LLC

  • $269 Million
  • Q2 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 82,454 shares of AVSU stock, worth $5.15 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
82,454
Previous 61,697 33.64%
Holding current value
$5.15 Million
Previous $3.79 Million 34.35%
% of portfolio
1.89%
Previous 1.52%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.43 - $48.93 $288,528 - $317,751
6,494 Added 11.93%
60,950 $2.79 Million
Q3 2022

Nov 15, 2022
BUY
$43.48 - $50.98 $2.37 Million - $2.78 Million
54,456 New
54,456 $2.31 Million

Others Institutions Holding AVSU

# of Institutions
55
Shares Held
2.03M
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
Track This Portfolio

Track Highland Financial Advisors, LLC Portfolio

Follow Highland Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Highland Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Highland Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email