Raymond James Financial Services Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Raymond James Financial Services Advisors, Inc.

$69.1 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 25, 2023	SELL	$45.78 - $46.44 $153,408 - $155,620	-3,351 Reduced 41.78%	4,670 $214,000
Q1 2023 Apr 14, 2023	BUY	$45.52 - $46.52 $99,688 - $101,878	2,190 Added 37.56%	8,021 $371,000
Q4 2022 Feb 08, 2023	BUY	$45.15 - $46.24 $263,269 - $269,625	5,831 New	5,831 $267,000

Others Institutions Holding AVSF

# of Institutions

Shares Held

3.97M

Call Options Held

Put Options Held

Verus Financial Partners, Inc.

1.36M
Shares

$64.4 Million
7.34% of portfolio
Envestnet Asset Management Inc

318K
Shares

$15 Million
0.01% of portfolio
Creative Planning Overland Park, KS

315K
Shares

$14.9 Million
0.02% of portfolio
Wr Wealth Planners, LLC Columbia, MO

167K
Shares

$7.87 Million
2.42% of portfolio
Mattern Wealth Management LLC

157K
Shares

$7.41 Million
1.8% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSF
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