Fragasso Group Inc. American Centy ETF Tr Avantis Transaction History

Fragasso Group Inc.

$1.17 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 10, 2024	SELL	$58.3 - $63.83 $93,571 - $102,447	-1,605 Reduced 22.2%	5,626 $358,000
Q4 2023 Jan 08, 2024	BUY	$52.98 - $60.62 $383,098 - $438,343	7,231 New	7,231 $436,000

Others Institutions Holding AVDE

# of Institutions

327

Shares Held

55.2M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

4.11M
Shares

$261 Million
0.71% of portfolio
High Tower Advisors, LLC Chicago, IL

2.45M
Shares

$155 Million
0.26% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.13M
Shares

$135 Million
17.53% of portfolio
Annex Advisory Services, LLC

2.08M
Shares

$132 Million
4.82% of portfolio
Wipfli Financial Advisors Llc,

1.81M
Shares

$115 Million
5.8% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
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