Advanced Research Investment Solutions, LLC American Centy ETF Tr Avantis Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	$45.82 - $57.32 $98,421 - $123,123	-2,148 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$44.42 - $48.81 $95,414 - $104,843	2,148 New	2,148 $102,000

Others Institutions Holding AVDV

# of Institutions

375

Shares Held

78.3M

Call Options Held

Put Options Held

200

Jones Financial Companies Lllp

17.2M
Shares

$1.14 Billion
1.25% of portfolio
Savant Capital, LLC

8.92M
Shares

$593 Million
5.37% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$421 Million
0.45% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$171 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$167 Million
4.07% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
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