Johnson Financial Group, Inc. American Centy ETF Tr Avantis Transaction History

Johnson Financial Group, Inc.

$2.06 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$59.95 - $65.89 $17,085 - $18,778	285 New	285 $18,000
Q3 2022 Nov 14, 2022	BUY	$47.02 - $57.29 $16,504 - $20,108	351 New	351 $17,000

Others Institutions Holding AVDV

# of Institutions

361

Shares Held

77M

Call Options Held

100

Put Options Held

500

Jones Financial Companies Lllp

16.8M
Shares

$1.15 Billion
1.26% of portfolio
Savant Capital, LLC

8.92M
Shares

$610 Million
5.37% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$434 Million
0.45% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$176 Million
1.87% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.35M
Shares

$161 Million
9.46% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Johnson Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Johnson Financial Group, Inc. with notifications on news.