Orion Capital Management LLC American Centy ETF Tr Avantis Transaction History

Orion Capital Management LLC

$201 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$47.8 - $52.36 $4,636 - $5,078	97 New	97 $5,000
Q1 2023 May 09, 2023	BUY	$42.29 - $49.13 $634 - $736	15 New	15 $0

Others Institutions Holding AVSC

# of Institutions

127

Shares Held

22.6M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

12M
Shares

$651 Million
0.21% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.34M
Shares

$182 Million
10.53% of portfolio
Northwestern Mutual Wealth Management CO

809K
Shares

$44 Million
0.04% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

540K
Shares

$29.4 Million
7.25% of portfolio
Atlantic Union Bankshares Corp

537K
Shares

$29.2 Million
1.78% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

More about AVSC

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