Symphony Financial, Ltd. Co. American Centy ETF Tr Avantis Transaction History

Symphony Financial, Ltd. Co.

$546 Million
Q2 2024

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 9,262 shares of AVEM stock, worth $563,222. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,262

Previous 7,572 22.32%

Holding current value

$563,222

Previous $438,000 29.0%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$56.42 - $62.42 $95,349 - $105,489	1,690 Added 22.32%	9,262 $565,000
Q1 2024 Apr 17, 2024	BUY	$53.02 - $58.54 $17,973 - $19,845	339 Added 4.69%	7,572 $438,000
Q4 2023 Jan 18, 2024	SELL	$51.0 - $56.39 $1.92 Million - $2.12 Million	-37,596 Reduced 83.87%	7,233 $407,000
Q3 2023 Nov 07, 2023	BUY	$52.44 - $57.3 $247,883 - $270,857	4,727 Added 11.79%	44,829 $2.37 Million
Q2 2023 Jul 12, 2023	BUY	$51.46 - $55.92 $1.6 Million - $1.73 Million	31,017 Added 341.41%	40,102 $2.16 Million
Q1 2023 May 03, 2023	BUY	$50.27 - $56.2 $69,372 - $77,556	1,380 Added 17.91%	9,085 $480,000
Q4 2022 Jan 26, 2023	BUY	$44.87 - $52.64 $345,723 - $405,591	7,705 New	7,705 $0

Others Institutions Holding AVEM

# of Institutions

425

Shares Held

86.4M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
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Symphony Financial, Ltd. Co. American Centy ETF Tr Avantis Transaction History