Team Financial Group, LLC AVANTIS U.S. MID CAP VALUE ETF Transaction History

Team Financial Group, LLC

  • $203 Billion
  • Q2 2025
Number of Shares
84,211
Previous 74,970 12.33%
Holding current value
$5.51 Billion
Previous $4.61 Billion 19.53%
% of portfolio
2.71%
Previous 2.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
N/A
9,241 Added 12.33%
84,211 $5.51 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
30,189 Added 67.41%
74,970 $4.61 Billion
Q4 2024

Jan 17, 2025
BUY
N/A
30,850 Added 221.45%
44,781 $2.92 Billion
Q3 2024

Oct 23, 2024
BUY
N/A
13,931 New
13,931 $895 Million
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