Kingsview Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$84.87 - $93.71 $2.38 Million - $2.62 Million	28,002 New	28,002 $2.62 Million
Q1 2023 May 15, 2023	SELL	$70.61 - $84.06 $2.34 Million - $2.78 Million	-33,126 Reduced 90.16%	3,617 $267,000
Q4 2022 Feb 13, 2023	BUY	$68.43 - $80.54 $258,733 - $304,521	3,781 Added 11.47%	36,743 $2.74 Million
Q3 2022 Nov 14, 2022	BUY	$65.42 - $79.96 $147,195 - $179,910	2,250 Added 7.33%	32,962 $2.18 Million
Q2 2022 Aug 16, 2022	BUY	$67.93 - $81.74 $824,466 - $992,078	12,137 Added 65.34%	30,712 $2.1 Million
Q1 2022 Feb 08, 2024	BUY	$75.32 - $82.57 $2.02 Million - $2.21 Million	26,787 New	26,787 $2.14 Million
Q4 2021 Feb 17, 2022	BUY	$75.12 - $83.87 $1.4 Million - $1.56 Million	18,575 New	18,575 $1.48 Million

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$600 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$375 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$349 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$307 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$263 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
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