Advisor Net Financial, Inc American Centy ETF Tr Avantis Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	BUY	$52.98 - $60.62 $555,972 - $636,146	10,494 Added 6.53%	171,160 $10.3 Million
Q3 2023 Oct 12, 2023	BUY	$55.54 - $59.61 $220,327 - $236,472	3,967 Added 2.53%	160,666 $8.94 Million
Q2 2023 Jul 14, 2023	BUY	$55.68 - $59.23 $365,761 - $389,081	6,569 Added 4.38%	156,699 $8.99 Million
Q1 2023 Apr 28, 2023	BUY	$53.37 - $58.39 $166,727 - $182,410	3,124 Added 2.13%	150,130 $8.56 Million
Q4 2022 Jan 13, 2023	BUY	$45.5 - $54.96 $27,163 - $32,811	597 Added 0.41%	147,006 $0
Q3 2022 Oct 04, 2022	BUY	$45.36 - $54.56 $127,552 - $153,422	2,812 Added 1.96%	146,409 $6.68 Million
Q2 2022 Jul 07, 2022	BUY	$50.6 - $61.08 $319,235 - $385,353	6,309 Added 4.6%	143,597 $7.32 Million
Q1 2022 Apr 14, 2022	BUY	$55.3 - $64.55 $1.07 Million - $1.25 Million	19,386 Added 16.44%	137,288 $8.28 Million
Q4 2021 Jan 19, 2022	BUY	$60.93 - $65.74 $3.03 Million - $3.27 Million	49,794 Added 73.11%	117,902 $7.47 Million
Q3 2021 Oct 15, 2021	BUY	$61.06 - $65.7 $2.5 Million - $2.69 Million	41,017 Added 151.4%	68,108 $4.26 Million
Q2 2021 Jul 06, 2021	BUY	$61.33 - $65.71 $482,912 - $517,400	7,874 Added 40.97%	27,091 $1.71 Million
Q1 2021 Apr 14, 2021	BUY	$56.66 - $61.47 $832,958 - $903,670	14,701 Added 325.53%	19,217 $1.16 Million
Q4 2020 Feb 04, 2021	BUY	$47.56 - $57.43 $214,780 - $259,353	4,516 New	4,516 $258,000

Others Institutions Holding AVDE

# of Institutions

360

Shares Held

67M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$363 Million
14.0% of portfolio
Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$287 Million
0.69% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$185 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$156 Million
18.26% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$152 Million
0.24% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
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