D.A. Davidson & Co. American Centy ETF Travantis C Transaction History

D.A. Davidson & Co.

$12.2 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$45.75 - $46.94 $21,914 - $22,484	479 Added 7.67%	6,724 $310,000
Q3 2024 Nov 13, 2024	BUY	$46.01 - $46.95 $287,332 - $293,202	6,245 New	6,245 $293,000

Others Institutions Holding AVMU

# of Institutions

43

Shares Held

2.31M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

686K
Shares

$30.3 Million
0.01% of portfolio
Mattern Wealth Management LLC

265K
Shares

$11.7 Million
2.89% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

254K
Shares

$11.2 Million
1.05% of portfolio
Financial Partners Group, Inc Overland Park, KS

175K
Shares

$7.73 Million
1.27% of portfolio
Plancorp, LLC

144K
Shares

$6.38 Million
0.26% of portfolio

About AMERICAN CENTY ETF TRAVANTIS C

Ticker AVMU
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