Cliftonlarsonallen Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	BUY	$45.5 - $54.96 $666,575 - $805,164	14,650 New	14,650 $0

Others Institutions Holding AVDE

# of Institutions

458

Shares Held

80.9M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

4.73M
Shares

$343 Million
0.64% of portfolio
Ci Private Wealth, LLC Miami, FL

3.89M
Shares

$282 Million
0.43% of portfolio
Annex Advisory Services, LLC

3.79M
Shares

$275 Million
8.8% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.84M
Shares

$206 Million
19.21% of portfolio
High Tower Advisors, LLC Chicago, IL

2.53M
Shares

$183 Million
0.23% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
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