A detailed history of Ifp Advisors, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ifp Advisors, Inc holds 34,126 shares of AVEM stock, worth $2.04 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
34,126
Previous 30,019 13.68%
Holding current value
$2.04 Million
Previous $1.74 Million 19.84%
% of portfolio
0.09%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$56.42 - $62.42 $231,716 - $256,358
4,107 Added 13.68%
34,126 $2.08 Million
Q1 2024

Jul 30, 2024

BUY
$53.02 - $58.54 $702,515 - $775,655
13,250 Added 79.01%
30,019 $1.74 Million
Q4 2023

Jan 09, 2024

BUY
$51.0 - $56.39 $330,786 - $365,745
6,486 Added 63.07%
16,769 $945,000
Q3 2023

Oct 12, 2023

SELL
$52.44 - $57.3 $56,792 - $62,055
-1,083 Reduced 9.53%
10,283 $542,000
Q2 2023

Aug 04, 2023

BUY
$51.46 - $55.92 $268,724 - $292,014
5,222 Added 84.99%
11,366 $611,000
Q1 2023

Apr 18, 2023

BUY
$50.27 - $56.2 $272,010 - $304,098
5,411 Added 738.2%
6,144 $324,000
Q4 2022

Feb 07, 2023

BUY
$44.87 - $52.64 $403 - $473
9 Added 1.24%
733 $36,000
Q2 2022

Sep 06, 2022

BUY
$51.44 - $61.32 $37,242 - $44,395
724 New
724 $36,000
Q2 2022

Aug 12, 2022

SELL
$51.44 - $61.32 $37,242 - $44,395
-724 Closed
0 $0
Q1 2022

Sep 06, 2022

BUY
$54.87 - $65.28 $39,725 - $47,262
724 New
724 $42,000

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc 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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.