Stone X Group Inc. American Centy ETF Tr Avantis Transaction History

Stone X Group Inc.

$2.06 Trillion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Aug 13, 2025	BUY	$84.95 - $100.62 $91,915 - $108,870	1,082 Added 33.94%	4,270 $372 Million
Q3 2024 Aug 13, 2025	BUY	$88.24 - $99.7 $281,309 - $317,843	3,188 New	3,188 $306 Million

Others Institutions Holding AVUV

# of Institutions

924

Shares Held

127M

Call Options Held

29.3K

Put Options Held

16K

Creative Planning Overland Park, KS

14.6M
Shares

$1.46 Billion
1.15% of portfolio
Lpl Financial LLC Fort Mill, SC

4.88M
Shares

$488 Million
0.16% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$352 Million
14.79% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.76M
Shares

$276 Million
13.71% of portfolio
Morgan Stanley New York, NY

2.74M
Shares

$274 Million
0.02% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
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