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

Level Financial Advisors, Inc.

$243 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 08, 2022	BUY	$71.89 - $81.03 $71 - $81	1 Added 1.15%	88 $7,000
Q4 2021 Jan 20, 2022	BUY	$73.89 - $80.63 $6,428 - $7,014	87 New	87 $7,000

Others Institutions Holding AVUS

# of Institutions

399

Shares Held

63M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

3.39M
Shares

$336 Million
11.71% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$308 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$301 Million
36.46% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$224 Million
9.89% of portfolio
Envestnet Asset Management Inc

1.7M
Shares

$169 Million
0.05% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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