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

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 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

771

Shares Held

102M

Call Options Held

15.5K

Put Options Held

12.1K

Creative Planning Overland Park, KS

6.19M
Shares

$608 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$380 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$354 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$310 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$267 Million
15.21% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
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