Nicholson Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History

Nicholson Wealth Management Group, LLC

$150 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$60.09 - $67.67 $2.32 Million - $2.61 Million	38,574 New	38,574 $2.59 Billion

Others Institutions Holding AVDE

# of Institutions

384

Shares Held

75M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

6.12M
Shares

$391 Million
1.17% of portfolio
Annex Advisory Services, LLC

4.94M
Shares

$316 Million
10.24% of portfolio
Wealth Enhancement Advisory Services, LLC

4.56M
Shares

$292 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$188 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.66M
Shares

$170 Million
17.59% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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