Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History

Annex Advisory Services, LLC

$3.04 Billion
Q2 2025

A detailed history of Annex Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,585,372 shares of AVUS stock, worth $279 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares

2,585,372

Previous 2,319,087 11.48%

Holding current value

$279 Million

Previous $213 Million 22.45%

% of portfolio

8.58%

Previous 7.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$81.38 - $100.82 $21.7 Million - $26.8 Million	266,285 Added 11.48%	2,585,372 $261 Million
Q1 2025 Apr 10, 2025	SELL	$90.7 - $101.57 $113 Million - $126 Million	-1,244,485 Reduced 34.92%	2,319,087 $213 Million
Q4 2024 Jan 16, 2025	BUY	$94.36 - $102.06 $16 Million - $17.3 Million	169,636 Added 5.0%	3,563,572 $345 Million
Q3 2024 Oct 10, 2024	BUY	$86.27 - $95.15 $58.6 Million - $64.7 Million	679,655 Added 25.04%	3,393,936 $323 Million
Q2 2024 Jul 12, 2024	BUY	$84.59 - $90.63 $10.6 Million - $11.3 Million	125,092 Added 4.83%	2,714,281 $245 Million
Q1 2024 Apr 12, 2024	BUY	$79.93 - $89.5 $83.2 Million - $93.1 Million	1,040,529 Added 67.19%	2,589,189 $232 Million
Q4 2023 Feb 13, 2024	BUY	$69.78 - $82.0 $108 Million - $127 Million	1,548,660 New	1,548,660 $126 Million

Others Institutions Holding AVUS

# of Institutions

506

Shares Held

77M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History