Ballentine Partners, LLC American Centy ETF Tr Avantis Transaction History

Ballentine Partners, LLC

$5.81 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$86.93 - $93.77 $711,348 - $767,319	8,183 New	8,183 $734,000

Others Institutions Holding AVUV

# of Institutions

732

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$625 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$390 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$364 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$319 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$274 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
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