A detailed history of Symphony Financial, Ltd. Co. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 161,675 shares of AVDE stock, worth $10.5 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
161,675
Previous 144,883 11.59%
Holding current value
$10.5 Million
Previous $9.23 Million 9.0%
% of portfolio
1.84%
Previous 2.16%

Shares

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

Jul 17, 2024

BUY
$61.17 - $65.29 $1.03 Million - $1.1 Million
16,792 Added 11.59%
161,675 $10.1 Million
Q1 2024

Apr 17, 2024

SELL
$58.3 - $63.83 $7.45 Million - $8.16 Million
-127,783 Reduced 46.86%
144,883 $9.23 Million
Q4 2023

Jan 18, 2024

BUY
$52.98 - $60.62 $6.53 Million - $7.47 Million
123,265 Added 82.51%
272,666 $16.5 Million
Q3 2023

Nov 07, 2023

BUY
$55.54 - $59.61 $1.03 Million - $1.11 Million
18,541 Added 14.17%
149,401 $8.31 Million
Q2 2023

Jul 12, 2023

BUY
$55.68 - $59.23 $5.54 Million - $5.89 Million
99,493 Added 317.19%
130,860 $7.51 Million
Q1 2023

May 03, 2023

BUY
$53.37 - $58.39 $334,309 - $365,754
6,264 Added 24.95%
31,367 $1.79 Million
Q4 2022

Jan 26, 2023

BUY
$48.94 - $54.96 $837,216 - $940,200
17,107 Added 213.94%
25,103 $0
Q3 2022

Oct 27, 2022

BUY
$46.44 - $54.56 $371,334 - $436,261
7,996 New
7,996 $366,000

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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