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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$67.93 - $81.74 $5,638 - $6,784	83 Added 79.05%	188 $13,000
Q1 2022 May 11, 2022	SELL	$75.32 - $82.57 $26,437 - $28,982	-351 Reduced 76.97%	105 $8,000
Q4 2021 Jan 10, 2022	BUY	$75.12 - $83.87 $34,254 - $38,244	456 New	456 $36,000

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$604 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$377 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$351 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$308 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$265 Million
15.21% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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