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	$71.89 - $81.03 $807,756 - $910,453	-11,236 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$73.89 - $80.63 $830,228 - $905,958	11,236 New	11,236 $901,000

Others Institutions Holding AVUS

# of Institutions

399

Shares Held

63M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

3.39M
Shares

$327 Million
11.71% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$300 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$293 Million
36.46% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$218 Million
9.89% of portfolio
Envestnet Asset Management Inc

1.7M
Shares

$164 Million
0.05% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Albion Financial Group , based on Form 13F filings with the SEC.

News

Stay updated on Albion Financial Group with notifications on news.