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 161,458 shares of AVUV stock, worth $16.3 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
161,458
Previous 150,605 7.21%
Holding current value
$16.3 Million
Previous $13.5 Million 14.65%
% of portfolio
2.55%
Previous 2.48%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$88.24 - $99.7 $957,668 - $1.08 Million
10,853 Added 7.21%
161,458 $15.5 Million
Q2 2024

Jul 17, 2024

BUY
$86.93 - $93.77 $4.99 Million - $5.39 Million
57,434 Added 61.64%
150,605 $13.5 Million
Q1 2024

Apr 17, 2024

SELL
$84.87 - $93.71 $13.9 Million - $15.4 Million
-164,158 Reduced 63.79%
93,171 $8.73 Million
Q4 2023

Jan 18, 2024

BUY
$73.38 - $91.25 $3.76 Million - $4.68 Million
51,235 Added 24.86%
257,329 $23.1 Million
Q3 2023

Nov 07, 2023

BUY
$75.9 - $84.23 $8.62 Million - $9.57 Million
113,573 Added 122.75%
206,094 $16.1 Million
Q2 2023

Jul 12, 2023

BUY
$69.33 - $77.71 $913,076 - $1.02 Million
13,170 Added 16.6%
92,521 $7.18 Million
Q1 2023

May 03, 2023

SELL
$70.61 - $84.06 $5.46 Million - $6.5 Million
-77,335 Reduced 49.36%
79,351 $5.88 Million
Q4 2022

Jan 26, 2023

BUY
$68.43 - $80.54 $4.98 Million - $5.86 Million
72,785 Added 86.75%
156,686 $0
Q3 2022

Oct 27, 2022

BUY
$65.42 - $79.96 $5.49 Million - $6.71 Million
83,901 New
83,901 $5.6 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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