Accredited Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Accredited Wealth Management, LLC

$118 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$94.36 - $102.06 $12.5 Million - $13.5 Million	132,537 New	132,537 $12.8 Billion

Others Institutions Holding AVUS

# of Institutions

477

Shares Held

71.3M

Call Options Held

1.4K

Put Options Held

100

American Century Companies Inc Kansas City, MO

3.46M
Shares

$335 Million
0.2% of portfolio
Oak Root LLC Santa Barbara, CA

3.05M
Shares

$295 Million
37.76% of portfolio
Annex Advisory Services, LLC

2.32M
Shares

$224 Million
7.39% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$218 Million
9.89% of portfolio
Lpl Financial LLC Fort Mill, SC

2.15M
Shares

$208 Million
0.08% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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