Clearview Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$71.15 - $79.29 $996 - $1,110	-14 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$56.31 - $76.0 $788 - $1,064	14 New	14 $1,000

Others Institutions Holding AVUV

# of Institutions

736

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$651 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$407 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$379 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$332 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$286 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.