Activest Wealth Management American Centy ETF Tr Avantis Transaction History

Activest Wealth Management

$282 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	SELL	$86.93 - $93.77 $5,389 - $5,813	-62 Closed	0 $0
Q1 2024 Apr 24, 2024	BUY	$84.87 - $93.71 $5,261 - $5,810	62 New	62 $5,000

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$600 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$375 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$349 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$307 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$263 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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