Strategic Financial Concepts, LLC American Centy ETF Tr Avantis Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 2,894,202 shares of AVEM stock, worth $178 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
2,894,202
Previous 39,521 7223.2%
Holding current value
$178 Million
Previous $2.55 Billion 18.95%
% of portfolio
0.55%
Previous 0.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$58.59 - $66.14 $167 Million - $188 Million
-2,842,544 Reduced 98.22%
51,658 $3.04 Billion
Q4 2024

Jan 27, 2025
BUY
$58.59 - $66.14 $167 Million - $189 Million
2,854,681 Added 7223.2%
2,894,202 $3.04 Billion
Q3 2024

Nov 12, 2024
SELL
$57.2 - $65.59 $121 Million - $139 Million
-2,117,714 Reduced 98.17%
39,521 $2.55 Billion
Q2 2024

Aug 06, 2024
BUY
$56.42 - $62.42 $120 Million - $133 Million
2,128,958 Added 7528.94%
2,157,235 $166 Million
Q1 2024

Apr 22, 2024
BUY
$53.02 - $58.54 $1.5 Million - $1.66 Million
28,277 New
28,277 $1.64 Billion
Q3 2023

Nov 07, 2023
BUY
$52.44 - $57.3 $161,934 - $176,942
3,088 Added 38.1%
11,194 $591 Million
Q2 2023

Sep 06, 2023
BUY
$51.46 - $55.92 $82,850 - $90,031
1,610 Added 24.78%
8,106 $436 Million
Q1 2023

Sep 06, 2023
BUY
$50.27 - $56.2 $326,553 - $365,075
6,496 New
6,496 $344 Million

Others Institutions Holding AVEM

# of Institutions
527
Shares Held
121M
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 Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email