Abacus Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Abacus Wealth Partners, LLC

$667 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 31, 2023	SELL	$44.92 - $48.46 $3.77 Million - $4.07 Million	-83,931 Closed	0 $0
Q4 2021 May 31, 2023	BUY	$48.42 - $49.33 $4.06 Million - $4.14 Million	83,931 New	83,931 $4.09 Billion

Others Institutions Holding AVIG

# of Institutions

97

Shares Held

19.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

4.79M
Shares

$200 Million
0.18% of portfolio
Ci Private Wealth, LLC Miami, FL

1.34M
Shares

$56.2 Million
0.1% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

1.3M
Shares

$54.4 Million
7.22% of portfolio
Pacific Life Fund Advisors LLC Newport Beach, CA

1.21M
Shares

$50.5 Million
4.92% of portfolio
Verus Financial Partners, Inc.

1.2M
Shares

$50.3 Million
5.73% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIG
Sector ETFs
Industry ETFs

More about AVIG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Abacus Wealth Partners, LLC with notifications on news.