Kowal Investment Group, LLC American Centy ETF Tr Avantis Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$75.12 - $83.87 $375 - $419	-5 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$69.46 - $77.76 $347 - $388	5 New	5 $0

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99.1M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$637 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$398 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$370 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$325 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$279 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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