Litman Gregory Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Litman Gregory Wealth Management LLC

$1.13 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$39.04 - $45.85 $1.06 Million - $1.25 Million	27,241 New	27,241 $1.13 Million

Others Institutions Holding AVRE

# of Institutions

105

Shares Held

9.11M

Call Options Held

0

Put Options Held

0

Empowered Funds, LLC

1.05M
Shares

$49.4 Million
0.78% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

732K
Shares

$34.4 Million
4.3% of portfolio
Aprio Wealth Management, LLC

516K
Shares

$24.2 Million
4.14% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

375K
Shares

$17.6 Million
3.77% of portfolio
Shanker Valleau Wealth Advisors, Inc.

321K
Shares

$15.1 Million
5.66% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

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