Annapolis Financial Services, LLC American Centy ETF Tr Avantis Transaction History

Annapolis Financial Services, LLC

$323 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	BUY	$46.27 - $54.0 $2,267 - $2,646	49 Added 38.28%	177 $9,000
Q2 2023 Jul 18, 2023	BUY	$49.68 - $52.62 $6,359 - $6,735	128 New	128 $6,000

Others Institutions Holding AVSD

# of Institutions

47

Shares Held

1.36M

Call Options Held

0

Put Options Held

0

Clarity Asset Management, Inc. Ames, IA

273K
Shares

$15.6 Million
11.51% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

196K
Shares

$11.2 Million
1.35% of portfolio
Ci Private Wealth, LLC Miami, FL

176K
Shares

$10.1 Million
0.02% of portfolio
Merriman Wealth Management, LLC

67.7K
Shares

$3.86 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$3.81 Million
1.94% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

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