Capasso Planning Partners LLC American Centy ETF Tr Avantis Transaction History

Capasso Planning Partners LLC

$236 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$41.72 - $46.26 $185,570 - $205,764	4,448 New	4,448 $204,000

Others Institutions Holding AVES

# of Institutions

119

Shares Held

7.65M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

798K
Shares

$37.8 Million
1.6% of portfolio
American Century Companies Inc Kansas City, MO

776K
Shares

$36.8 Million
0.02% of portfolio
Empowered Funds, LLC

756K
Shares

$35.8 Million
0.53% of portfolio
Armbruster Capital Management, Inc.

311K
Shares

$14.7 Million
2.93% of portfolio
Jane Street Group, LLC New York, NY

271K
Shares

$12.8 Million
0.0% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
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