Capasso Planning Partners LLC American Centy ETF Tr Avantis Transaction History

Capasso Planning Partners LLC

$240 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$63.84 - $77.62 $485,311 - $590,067	-7,602 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$71.89 - $81.03 $546,507 - $615,990	7,602 New	7,602 $586,000

Others Institutions Holding AVUS

# of Institutions

381

Shares Held

76M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

14.3M
Shares

$1.36 Billion
0.61% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$289 Million
36.58% of portfolio
American Century Companies Inc Kansas City, MO

2.92M
Shares

$277 Million
0.17% of portfolio
Annex Advisory Services, LLC

2.71M
Shares

$257 Million
8.98% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$214 Million
9.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
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