Coulter & Justus Financial Services, LLC American Centy ETF Tr Avantis Transaction History

Coulter & Justus Financial Services, LLC

$450 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$54.34 - $62.7 $211,165 - $243,652	3,886 New	3,886 $242,000

Others Institutions Holding AVDV

# of Institutions

400

Shares Held

72.6M

Call Options Held

0

Put Options Held

200

Savant Capital, LLC

9.88M
Shares

$673 Million
5.23% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$432 Million
0.45% of portfolio
Jones Financial Companies Lllp

5.89M
Shares

$401 Million
0.37% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$176 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$171 Million
4.07% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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