Svb Wealth LLC American Centy ETF Tr Avantis Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$67.93 - $81.74 $74,451 - $89,587	-1,096 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$71.15 - $79.29 $77,980 - $86,901	1,096 New	1,096 $83,000

Others Institutions Holding AVUV

# of Institutions

717

Shares Held

93.5M

Call Options Held

16.9K

Put Options Held

4.4K

Creative Planning Overland Park, KS

6.19M
Shares

$636 Million
0.59% of portfolio
Merriman Wealth Management, LLC

3.66M
Shares

$376 Million
14.89% of portfolio
Lpl Financial LLC Fort Mill, SC

3.4M
Shares

$350 Million
0.16% of portfolio
Morgan Stanley New York, NY

2.97M
Shares

$305 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.73M
Shares

$281 Million
15.17% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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