Alpha Cubed Investments, LLC American Centy ETF Tr Avantis Transaction History

Alpha Cubed Investments, LLC

$2.09 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$84.87 - $93.71 $203,688 - $224,903	2,400 New	2,400 $224,000

Others Institutions Holding AVUV

# of Institutions

671

Shares Held

88M

Call Options Held

14.4K

Put Options Held

4.2K

Creative Planning Overland Park, KS

5.79M
Shares

$553 Million
0.56% of portfolio
Merriman Wealth Management, LLC

3.66M
Shares

$349 Million
14.89% of portfolio
Lpl Financial LLC Fort Mill, SC

3.4M
Shares

$325 Million
0.16% of portfolio
Morgan Stanley New York, NY

2.97M
Shares

$284 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.73M
Shares

$261 Million
15.17% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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