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	$57.89 - $66.21 $112,885 - $129,109	-1,950 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$61.47 - $67.38 $119,866 - $131,391	1,950 New	1,950 $126,000

Others Institutions Holding AVDV

# of Institutions

375

Shares Held

78.4M

Call Options Held

0

Put Options Held

200

Jones Financial Companies Lllp

17.2M
Shares

$1.12 Billion
1.25% of portfolio
Savant Capital, LLC

8.92M
Shares

$582 Million
5.37% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$414 Million
0.45% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$168 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$164 Million
4.07% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
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