Destiny Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Destiny Wealth Partners, LLC

$693 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	$48.9 - $55.44 $51,149 - $57,990	-1,046 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$49.98 - $55.84 $52,279 - $58,408	1,046 New	1,046 $58,000

Others Institutions Holding AVRE

# of Institutions

142

Shares Held

12.2M

Call Options Held

0

Put Options Held

0

Ccm Investment Group, LLC Northfield, MN

1.2M
Shares

$52.9 Million
5.44% of portfolio
Empowered Funds, LLC

1.12M
Shares

$49.6 Million
0.59% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

737K
Shares

$32.5 Million
4.24% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

363K
Shares

$16 Million
3.44% of portfolio
American Century Companies Inc Kansas City, MO

348K
Shares

$15.3 Million
0.01% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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