Patriot Financial Group Insurance Agency, LLC American Centy ETF Tr Avantis Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$63.84 - $77.62 $25,919 - $31,513	-406 Reduced 68.24%	189 $12,000
Q1 2022 May 11, 2022	BUY	$71.89 - $81.03 $1,222 - $1,377	17 Added 2.94%	595 $46,000
Q4 2021 Jan 10, 2022	BUY	$73.89 - $80.63 $13,965 - $15,239	189 Added 48.59%	578 $46,000
Q3 2021 Nov 24, 2021	BUY	$72.07 - $77.19 $28,035 - $30,026	389 New	389 $29,000

Others Institutions Holding AVUS

# of Institutions

461

Shares Held

88.5M

Call Options Held

Put Options Held

100

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$1.83 Billion
3.83% of portfolio
Annex Advisory Services, LLC

3.56M
Shares

$327 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.23M
Shares

$296 Million
0.19% of portfolio
Oak Root LLC Santa Barbara, CA

3.05M
Shares

$280 Million
37.76% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$207 Million
9.89% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
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