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	$75.32 - $82.57 $506,451 - $555,200	-6,724 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$75.12 - $83.87 $505,106 - $563,941	6,724 New	6,724 $536,000

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$619 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$386 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$360 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$316 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$271 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
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