Investmark Advisory Group LLC American Centy ETF Tr Avantis Transaction History

Investmark Advisory Group LLC

$198 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 May 03, 2022	BUY	$61.47 - $67.38 $17,396 - $19,068	283 New	283 $18,000

Others Institutions Holding AVDV

# of Institutions

459

Shares Held

90.7M

Call Options Held

300

Put Options Held

100

Creative Planning Overland Park, KS

14.4M
Shares

$1.09 Billion
0.95% of portfolio
Savant Capital, LLC

10.7M
Shares

$813 Million
5.68% of portfolio
Jones Financial Companies Lllp

6.19M
Shares

$469 Million
0.14% of portfolio
Buckingham Strategic Partners Saint Louis, MO

3.6M
Shares

$273 Million
4.09% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$195 Million
1.87% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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