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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 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

399

Shares Held

63M

Call Options Held

Put Options Held

Annex Advisory Services, LLC

3.39M
Shares

$336 Million
11.71% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$308 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$301 Million
36.46% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$224 Million
9.89% of portfolio
Envestnet Asset Management Inc

1.7M
Shares

$169 Million
0.05% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
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