Mowery & Schoenfeld Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$51.9 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$84.87 - $93.71 $251,130 - $277,287	-2,959 Closed	0 $0
Q4 2023 May 14, 2024	BUY	$73.38 - $91.25 $217,131 - $270,008	2,959 New	2,959 $266 Million

Others Institutions Holding AVUV

# of Institutions

636

Shares Held

80.7M

Call Options Held

24.4K

Put Options Held

Creative Planning Overland Park, KS

5.3M
Shares

$476 Million
0.55% of portfolio
Merriman Wealth Management, LLC

3.57M
Shares

$320 Million
15.48% of portfolio
Lpl Financial LLC Fort Mill, SC

2.72M
Shares

$244 Million
0.14% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.72M
Shares

$244 Million
17.62% of portfolio
Morgan Stanley New York, NY

2.57M
Shares

$231 Million
0.02% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
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