Mercer Global Advisors Inc American Centy ETF Tr Avantis Transaction History

Mercer Global Advisors Inc

$45.6 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$73.38 - $91.25 $515,641 - $641,213	7,027 Added 18.16%	45,715 $4.11 Million
Q3 2023 Nov 13, 2023	SELL	$75.9 - $84.23 $609,932 - $676,872	-8,036 Reduced 17.2%	38,688 $3.02 Million
Q2 2023 Aug 14, 2023	BUY	$69.33 - $77.71 $2.94 Million - $3.29 Million	42,393 Added 978.83%	46,724 $3.63 Million
Q1 2023 May 15, 2023	SELL	$70.61 - $84.06 $2.22 Million - $2.64 Million	-31,440 Reduced 87.89%	4,331 $320,000
Q4 2022 Feb 08, 2023	SELL	$68.43 - $80.54 $193,451 - $227,686	-2,827 Reduced 7.32%	35,771 $2.67 Million
Q3 2022 Nov 15, 2022	BUY	$65.42 - $79.96 $2.1 Million - $2.57 Million	32,101 Added 494.09%	38,598 $2.55 Million
Q2 2022 Aug 10, 2022	SELL	$67.93 - $81.74 $70,307 - $84,600	-1,035 Reduced 13.74%	6,497 $444,000
Q1 2022 May 10, 2022	BUY	$75.32 - $82.57 $30,429 - $33,358	404 Added 5.67%	7,532 $602,000
Q4 2021 Feb 04, 2022	BUY	$75.12 - $83.87 $11,793 - $13,167	157 Added 2.25%	7,128 $568,000
Q3 2021 Nov 10, 2021	BUY	$69.46 - $77.76 $42,926 - $48,055	618 Added 9.73%	6,971 $527,000
Q2 2021 Aug 10, 2021	BUY	$71.15 - $79.29 $52,010 - $57,960	731 Added 13.0%	6,353 $483,000
Q1 2021 May 11, 2021	BUY	$56.31 - $76.0 $316,574 - $427,272	5,622 New	5,622 $406,000

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$600 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$375 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$349 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$307 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$263 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
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