My Personal Cfo, LLC American Centy ETF Tr Avantis Transaction History

My Personal Cfo, LLC

$172 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	BUY	$86.93 - $93.77 $340,157 - $366,922	3,913 Added 119.85%	7,178 $644,000
Q1 2024 Apr 24, 2024	BUY	$84.87 - $93.71 $277,100 - $305,963	3,265 New	3,265 $305,000

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

$604 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$377 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$351 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$308 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$265 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
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