A detailed history of Uma Financial Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Uma Financial Services, Inc. holds 17,177 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,177
Previous 17,968 4.4%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 17, 2024

SELL
N/A
-791 Reduced 4.4%
17,177 $0
Q1 2024

Apr 17, 2024

BUY
N/A
367 Added 2.09%
17,968 $0
Q4 2023

Jan 23, 2024

SELL
N/A
-780 Reduced 4.24%
17,601 $0
Q3 2023

Oct 10, 2023

BUY
N/A
4,324 Added 30.76%
18,381 $0
Q2 2023

Jul 05, 2023

BUY
N/A
573 Added 4.25%
14,057 $0
Q1 2023

Apr 20, 2023

BUY
N/A
115 Added 0.86%
13,484 $0
Q4 2022

Jan 25, 2023

BUY
N/A
13,369 New
13,369 $0

Others Institutions Holding AVGE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVGE
More about AVGE
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. 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 Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.