Harbour Investments, Inc. American Centy ETF Tr Avantis Transaction History

Harbour Investments, Inc.

$3.14 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 15, 2023	SELL	$45.5 - $54.96 $637 - $769	-14 Reduced 3.38%	400 $21,000
Q2 2022 Aug 15, 2022	BUY	$50.6 - $61.08 $20,948 - $25,287	414 New	414 $21,000

Others Institutions Holding AVDE

# of Institutions

361

Shares Held

67.1M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$350 Million
14.0% of portfolio
Wealth Enhancement Advisory Services, LLC

4.56M
Shares

$277 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$178 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$151 Million
18.26% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$146 Million
0.24% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
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