Steward Financial Group LLC American Centy ETF Tr Avantis Transaction History

Steward Financial Group LLC

$315 Million
Q3 2023

A detailed history of Steward Financial Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Steward Financial Group LLC holds 4,609 shares of AVSC stock, worth $244,830. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,609

Holding current value

$244,830

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 20, 2023	BUY	$43.55 - $49.3 $200,721 - $227,223	4,609 New	4,609 $204,000

Others Institutions Holding AVSC

# of Institutions

157

Shares Held

36.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

12.3M
Shares

$655 Million
0.22% of portfolio
Mercer Global Advisors Inc Denver, CO

11.5M
Shares

$610 Million
1.54% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.36M
Shares

$179 Million
10.71% of portfolio
Northwestern Mutual Wealth Management CO

841K
Shares

$44.7 Million
0.04% of portfolio
Atlantic Union Bankshares Corp

566K
Shares

$30.1 Million
1.91% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

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Steward Financial Group LLC American Centy ETF Tr Avantis Transaction History