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

Litman Gregory Wealth Management LLC

$1.19 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	BUY	$69.78 - $82.0 $198,873 - $233,700	2,850 New	2,850 $232,000

Others Institutions Holding AVUS

# of Institutions

392

Shares Held

76.7M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

14.3M
Shares

$1.43 Billion
0.61% of portfolio
Annex Advisory Services, LLC

3.39M
Shares

$338 Million
11.71% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$303 Million
36.46% of portfolio
American Century Companies Inc Kansas City, MO

2.92M
Shares

$291 Million
0.17% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$225 Million
9.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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