Atria Wealth Solutions, Inc. American Centy ETF Tr Avantis Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$79.93 - $89.5 $50,995 - $57,101	638 Added 11.74%	6,071 $543,000
Q4 2023 Feb 02, 2024	SELL	$69.78 - $82.0 $23,585 - $27,716	-338 Reduced 5.86%	5,433 $443,000
Q3 2023 Nov 08, 2023	BUY	$72.72 - $78.49 $26,688 - $28,805	367 Added 6.79%	5,771 $422,000
Q2 2023 Aug 03, 2023	BUY	$68.92 - $75.19 $148,522 - $162,034	2,155 Added 66.33%	5,404 $406,000
Q1 2023 Aug 22, 2023	SELL	$67.42 - $74.29 $22,855 - $25,184	-339 Reduced 6.27%	5,065 $359,000
Q1 2023 Jun 14, 2023	SELL	$67.42 - $74.29 $122,434 - $134,910	-1,816 Reduced 35.85%	3,249 $230,000
Q1 2023 May 10, 2023	BUY	$67.42 - $74.29 $122,434 - $134,910	1,816 Added 55.89%	5,065 $359,000
Q4 2022 Aug 30, 2023	SELL	$63.25 - $72.69 $136,303 - $156,646	-2,155 Reduced 39.88%	3,249 $220,000
Q4 2022 Feb 13, 2023	BUY	$63.25 - $72.69 $205,499 - $236,169	3,249 New	3,249 $220,000

Others Institutions Holding AVUS

# of Institutions

399

Shares Held

63M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

3.39M
Shares

$337 Million
11.71% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$309 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$302 Million
36.46% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$224 Million
9.89% of portfolio
Envestnet Asset Management Inc

1.7M
Shares

$169 Million
0.05% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.