Concord Wealth Partners American Centy ETF Tr Avantis Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$63.84 - $77.62 $638 - $776	-10 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$71.89 - $81.03 $647 - $729	9 Added 900.0%	10 $1,000
Q3 2021 Nov 09, 2021	BUY	$72.07 - $77.19 $72 - $77	1 New	1 $0

Others Institutions Holding AVUS

# of Institutions

458

Shares Held

88.3M

Call Options Held

1K

Put Options Held

100

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$1.83 Billion
3.83% of portfolio
Annex Advisory Services, LLC

3.56M
Shares

$327 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.23M
Shares

$296 Million
0.19% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$279 Million
38.32% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$207 Million
9.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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