Evoke Wealth, LLC American Centy ETF Tr Avantis Transaction History

Evoke Wealth, LLC

$84.8 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$69.78 - $82.0 $178,008 - $209,182	2,551 New	2,551 $208,000
Q3 2022 Nov 07, 2022	BUY	$62.35 - $74.13 $129,625 - $154,116	2,079 New	2,079 $130,000

Others Institutions Holding AVUS

# of Institutions

381

Shares Held

76M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

14.3M
Shares

$1.34 Billion
0.61% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$284 Million
36.58% of portfolio
American Century Companies Inc Kansas City, MO

2.92M
Shares

$273 Million
0.17% of portfolio
Annex Advisory Services, LLC

2.71M
Shares

$254 Million
8.98% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$211 Million
9.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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