Shearwater Capital LLC American Centy ETF Tr Avantis Transaction History

Shearwater Capital LLC

$144 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$50.6 - $61.08 $255,631 - $308,576	-5,052 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$60.93 - $65.74 $307,818 - $332,118	5,052 New	5,052 $320,000

Others Institutions Holding AVDE

# of Institutions

350

Shares Held

69.5M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$375 Million
14.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.74M
Shares

$309 Million
0.21% of portfolio
Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$296 Million
0.69% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$161 Million
18.26% of portfolio
Ci Private Wealth, LLC Miami, FL

2.47M
Shares

$161 Million
0.27% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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