American Trust American Centy ETF Tr Avantis Transaction History

American Trust

$1.15 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 22, 2023	BUY	$70.61 - $84.06 $19,982 - $23,788	283 Added 5.66%	5,280 $391,000
Q4 2022 Feb 16, 2023	BUY	$68.43 - $80.54 $341,944 - $402,458	4,997 New	4,997 $372,000

Others Institutions Holding AVUV

# of Institutions

777

Shares Held

102M

Call Options Held

15.5K

Put Options Held

12.1K

Creative Planning Overland Park, KS

6.19M
Shares

$609 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$380 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$354 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$311 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$267 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
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