Fortitude Advisory Group L.L.C. American Centy ETF Tr Avantis Transaction History

Fortitude Advisory Group L.L.C.

$147 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$50.6 - $61.08 $76,659 - $92,536	-1,515 Closed	0 $0
Q4 2021 May 20, 2022	BUY	$60.93 - $65.74 $92,308 - $99,596	1,515 New	1,515 $96,000

Others Institutions Holding AVDE

# of Institutions

437

Shares Held

82.2M

Call Options Held

800

Put Options Held

1.6K

Strategic Financial Concepts, LLC San Antonio, TX

6.12M
Shares

$405 Million
1.17% of portfolio
Wealth Enhancement Advisory Services, LLC

4.73M
Shares

$314 Million
0.64% of portfolio
Annex Advisory Services, LLC

3.79M
Shares

$251 Million
8.8% of portfolio
Ci Private Wealth, LLC Miami, FL

3.38M
Shares

$224 Million
0.32% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.84M
Shares

$189 Million
19.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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