Kendall Capital Management American Centy ETF Tr Avantis Transaction History

Kendall Capital Management

$329 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$94.37 - $106.41 $943,700 - $1.06 Million	10,000 New	10,000 $965,000

Others Institutions Holding AVUV

# of Institutions

867

Shares Held

120M

Call Options Held

20.2K

Put Options Held

10.8K

Creative Planning Overland Park, KS

11.2M
Shares

$1.07 Billion
0.92% of portfolio
Lpl Financial LLC Fort Mill, SC

4.39M
Shares

$417 Million
0.16% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$334 Million
14.79% of portfolio
Morgan Stanley New York, NY

3.22M
Shares

$306 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$258 Million
14.28% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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