Credit Suisse Ag American Centy ETF Tr Avantis Transaction History

Credit Suisse Ag

$101 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 12, 2020	SELL	$48.6 - $54.04 $2.43 Million - $2.7 Million	-50,000 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$49.78 - $49.9 $2.49 Million - $2.5 Million	50,000 New	50,000 $2.49 Million

Others Institutions Holding AVDE

# of Institutions

360

Shares Held

67M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$370 Million
14.0% of portfolio
Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$292 Million
0.69% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$188 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$159 Million
18.26% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$154 Million
0.24% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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