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
Q1 2023 Apr 26, 2023	BUY	$70.61 - $84.06 $43 Million - $51.2 Million	608,876 New	608,876 $45.1 Million

Others Institutions Holding AVUV

# of Institutions

717

Shares Held

93.5M

Call Options Held

16.9K

Put Options Held

4.4K

Creative Planning Overland Park, KS

6.19M
Shares

$636 Million
0.59% of portfolio
Merriman Wealth Management, LLC

3.66M
Shares

$376 Million
14.89% of portfolio
Lpl Financial LLC Fort Mill, SC

3.4M
Shares

$350 Million
0.16% of portfolio
Morgan Stanley New York, NY

2.97M
Shares

$305 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.73M
Shares

$281 Million
15.17% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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