Albion Financial Group American Centy ETF Tr Avantis Transaction History

Albion Financial Group

$1.42 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$55.3 - $64.55 $288,278 - $336,499	-5,213 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$60.93 - $65.74 $317,628 - $342,702	5,213 New	5,213 $330,000

Others Institutions Holding AVDE

# of Institutions

359

Shares Held

67M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$361 Million
14.0% of portfolio
Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$285 Million
0.69% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$184 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$155 Million
18.26% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$151 Million
0.24% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
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