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

Quantum Financial Advisors, LLC

  • $410 Million
  • Q2 2024

A detailed history of Quantum Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 264,115 shares of AVEM stock, worth $17.1 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares
264,115
Previous 277,999 4.99%
Holding current value
$17.1 Million
Previous $16.1 Million 0.14%
% of portfolio
3.93%
Previous 4.05%

Shares

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

Jul 15, 2024
SELL
$56.42 - $62.42 $783,335 - $866,639
-13,884 Reduced 4.99%
264,115 $16.1 Million
Q1 2024

Apr 26, 2024
SELL
$53.02 - $58.54 $63,411 - $70,013
-1,196 Reduced 0.43%
277,999 $16.1 Million
Q4 2023

Jan 08, 2024
BUY
$51.0 - $56.39 $1.85 Million - $2.05 Million
36,298 Added 14.94%
279,195 $15.7 Million
Q3 2023

Nov 29, 2023
SELL
$52.44 - $57.3 $4,772 - $5,214
-91 Reduced 0.04%
242,897 $12.8 Million
Q2 2023

Aug 10, 2023
BUY
$51.46 - $55.92 $400,821 - $435,560
7,789 Added 3.31%
242,988 $13.1 Million
Q1 2023

Apr 07, 2023
SELL
$50.27 - $56.2 $161,165 - $180,177
-3,206 Reduced 1.34%
235,199 $12.4 Million
Q4 2022

Jan 17, 2023
BUY
$44.87 - $52.64 $670,537 - $786,652
14,944 Added 6.69%
238,405 $0
Q3 2022

Oct 24, 2022
BUY
$45.9 - $53.37 $169,692 - $197,308
3,697 Added 1.68%
223,461 $10.3 Million
Q2 2022

Aug 15, 2022
BUY
$51.44 - $61.32 $11.3 Million - $13.5 Million
219,764 New
219,764 $11.6 Million

Others Institutions Holding AVEM

# of Institutions
426
Shares Held
86.4M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Quantum Financial Advisors, LLC Portfolio

Follow Quantum 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 Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email