Caitlin John, LLC American Centy ETF Tr Avantis Transaction History

Caitlin John, LLC

$151 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jan 27, 2025	BUY	$84.87 - $93.71 $169 - $187	2 New	2 $228,000
Q4 2023 Feb 14, 2024	BUY	$73.38 - $91.25 $807 - $1,003	11 New	11 $970,000

Others Institutions Holding AVUV

# of Institutions

822

Shares Held

109M

Call Options Held

15.5K

Put Options Held

12.1K

Creative Planning Overland Park, KS

7.99M
Shares

$779 Million
0.75% of portfolio
Lpl Financial LLC Fort Mill, SC

4.14M
Shares

$404 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$343 Million
14.79% of portfolio
Morgan Stanley New York, NY

3.46M
Shares

$338 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.69M
Shares

$263 Million
15.25% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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