Albion Financial Group American Centy ETF Tr Avantis Transaction History

Albion Financial Group

$1.61 Billion
Q3 2025

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

542

Shares Held

94.3M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

4.9M
Shares

$389 Million
0.63% of portfolio
Ci Private Wealth, LLC Miami, FL

4.05M
Shares

$321 Million
0.44% of portfolio
American Century Companies Inc Kansas City, MO

3.38M
Shares

$268 Million
0.14% of portfolio
Vantagepoint Investment Advisers LLC

2.95M
Shares

$234 Million
1.98% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.81M
Shares

$223 Million
17.71% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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