Swan Capital LLC American Centy ETF Tr Avantis Transaction History

Swan Capital LLC

$184 Billion
Q2 2024

A detailed history of Swan Capital LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Swan Capital LLC holds 382 shares of AVUV stock, worth $39,307. This represents 0.02% of its overall portfolio holdings.

Number of Shares

382

Holding current value

$39,307

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$86.93 - $93.77 $33,207 - $35,820	382 New	382 $34.3 Million

Others Institutions Holding AVUV

# of Institutions

717

Shares Held

93.5M

Call Options Held

16.9K

Put Options Held

4.4K

Creative Planning Overland Park, KS

6.19M
Shares

$636 Million
0.59% of portfolio
Merriman Wealth Management, LLC

3.66M
Shares

$376 Million
14.89% of portfolio
Lpl Financial LLC Fort Mill, SC

3.4M
Shares

$350 Million
0.16% of portfolio
Morgan Stanley New York, NY

2.97M
Shares

$305 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.73M
Shares

$281 Million
15.17% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Swan Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swan Capital LLC with notifications on news.

Account