Parallel Advisors, LLC American Centy ETF Tr Avantis Transaction History

Parallel Advisors, LLC

$4.18 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 20, 2024	BUY	$55.2 - $60.58 $41,013 - $45,010	743 New	743 $43,000
Q1 2023 Apr 25, 2023	BUY	$55.2 - $60.58 $41,013 - $45,010	743 New	743 $43,000

Others Institutions Holding AVDV

# of Institutions

388

Shares Held

71.5M

Call Options Held

0

Put Options Held

200

Savant Capital, LLC

9.88M
Shares

$667 Million
5.23% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$428 Million
0.45% of portfolio
Jones Financial Companies Lllp

5.89M
Shares

$398 Million
0.37% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$174 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$170 Million
4.07% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Parallel Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parallel Advisors, LLC with notifications on news.