Orion Portfolio Solutions, LLC American Centy ETF Tr Avantis Transaction History

Orion Portfolio Solutions, LLC

$8.89 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$41.77 - $50.45 $182,367 - $220,264	-4,366 Closed	0 $0
Q1 2022 May 19, 2022	BUY	$45.69 - $51.98 $199,482 - $226,944	4,366 New	4,366 $214,000

Others Institutions Holding AVES

# of Institutions

94

Shares Held

4.99M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

736K
Shares

$35.9 Million
1.61% of portfolio
American Century Companies Inc Kansas City, MO

458K
Shares

$22.4 Million
0.01% of portfolio
Armbruster Capital Management, Inc.

293K
Shares

$14.3 Million
2.95% of portfolio
Pathstone Family Office, LLC Englewood, NJ

264K
Shares

$12.9 Million
0.07% of portfolio
Balyasny Asset Management LLC Chicago, IL

234K
Shares

$11.4 Million
0.02% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
Sector ETFs
Industry ETFs

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