Golden State Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 11, 2020	BUY	$38.84 - $53.03 $2.57 Million - $3.51 Million	66,228 New	66,228 $3.31 Million

Others Institutions Holding AVUS

# of Institutions

411

Shares Held

84.5M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$2.01 Billion
3.83% of portfolio
Annex Advisory Services, LLC

3.56M
Shares

$359 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$312 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$306 Million
38.32% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$227 Million
9.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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