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

Strategic Financial Concepts, LLC

  • $533 Billion
  • Q1 2025

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 247,614 shares of AVUS stock, worth $22.4 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares
247,614
Previous 216,890 14.17%
Holding current value
$22.4 Million
Previous $21 Billion 8.81%
% of portfolio
4.29%
Previous 4.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$90.7 - $101.57 $2.79 Million - $3.12 Million
30,724 Added 14.17%
247,614 $22.9 Billion
Q4 2024

Jan 30, 2025
SELL
$94.36 - $102.06 $1.86 Billion - $2.01 Billion
-19,737,384 Reduced 98.91%
216,890 $21 Billion
Q4 2024

Jan 27, 2025
BUY
$94.36 - $102.06 $1.87 Billion - $2.02 Billion
19,784,005 Added 11619.26%
19,954,274 $21 Billion
Q3 2024

Nov 12, 2024
SELL
$86.27 - $95.15 $1.22 Billion - $1.35 Billion
-14,145,981 Reduced 98.81%
170,269 $16.2 Billion
Q2 2024

Aug 06, 2024
BUY
$84.59 - $90.63 $1.2 Billion - $1.29 Billion
14,190,276 Added 11264.45%
14,316,250 $1.05 Billion
Q1 2024

Apr 22, 2024
BUY
$79.93 - $89.5 $9.18 Million - $10.3 Million
114,880 Added 1035.51%
125,974 $11.3 Billion
Q4 2023

Jan 18, 2024
SELL
$69.78 - $82.0 $2.71 Million - $3.18 Million
-38,794 Reduced 77.76%
11,094 $905 Million
Q3 2023

Nov 07, 2023
BUY
$72.72 - $78.49 $670,696 - $723,913
9,223 Added 22.68%
49,888 $3.65 Billion
Q2 2023

Sep 06, 2023
BUY
$68.92 - $75.19 $489,056 - $533,548
7,096 Added 21.14%
40,665 $3.06 Billion
Q1 2023

Sep 06, 2023
BUY
$67.42 - $74.29 $2.26 Million - $2.49 Million
33,569 New
33,569 $2.38 Billion

Others Institutions Holding AVUS

# of Institutions
465
Shares Held
68.3M
Call Options Held
1K
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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