Francis Financial, Inc. American Centy ETF Tr Avantis Transaction History

Francis Financial, Inc.

$402 Million
Q4 2024

A detailed history of Francis Financial, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Francis Financial, Inc. holds 2,570 shares of AVUS stock, worth $260,880. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,570

Holding current value

$260,880

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$94.36 - $102.06 $242,505 - $262,294	2,570 New	2,570 $249,000

Others Institutions Holding AVUS

# of Institutions

450

Shares Held

87.9M

Call Options Held

Put Options Held

100

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$2.03 Billion
3.83% of portfolio
Annex Advisory Services, LLC

3.56M
Shares

$362 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.23M
Shares

$328 Million
0.19% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$308 Million
38.32% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$229 Million
9.89% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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Francis Financial, Inc. American Centy ETF Tr Avantis Transaction History