Lpl Financial LLC American Centy ETF Tr Avantis Transaction History

Lpl Financial LLC

$246 Billion
Q1 2025

A detailed history of Lpl Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lpl Financial LLC holds 5,630 shares of AVSD stock, worth $353,676. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,630

Holding current value

$353,676

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$54.89 - $62.11 $309,030 - $349,679	5,630 New	5,630 $337,000

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.46M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

276K
Shares

$17.4 Million
10.02% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

201K
Shares

$12.6 Million
1.19% of portfolio
Ci Private Wealth, LLC Miami, FL

181K
Shares

$11.4 Million
0.02% of portfolio
Merriman Wealth Management, LLC

68.4K
Shares

$4.29 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$4.2 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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