Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Level Financial Advisors, Inc.

$218 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$46.27 - $54.0 $2,637 - $3,078	57 Added 247.83%	80 $4,000
Q3 2023 Oct 18, 2023	BUY	$48.7 - $53.0 $1,120 - $1,219	23 New	23 $1,000

Others Institutions Holding AVSD

# of Institutions

47

Shares Held

1.4M

Call Options Held

0

Put Options Held

0

Clarity Asset Management, Inc. Ames, IA

268K
Shares

$16 Million
10.56% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

196K
Shares

$11.7 Million
1.35% of portfolio
Ci Private Wealth, LLC Miami, FL

176K
Shares

$10.5 Million
0.02% of portfolio
Jane Street Group, LLC New York, NY

74.8K
Shares

$4.47 Million
0.0% of portfolio
Merriman Wealth Management, LLC

68.9K
Shares

$4.12 Million
0.17% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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