Taylor, Cottrill, Erickson & Associates, Inc. American Centy ETF Tr Avantis Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

$340 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 03, 2022	SELL	$75.12 - $83.87 $244,515 - $272,996	-3,255 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$69.46 - $77.76 $1,041 - $1,166	15 Added 0.46%	3,255 $246,000
Q2 2021 Jul 20, 2021	BUY	$71.15 - $79.29 $230,526 - $256,899	3,240 New	3,240 $246,000

Others Institutions Holding AVUV

# of Institutions

637

Shares Held

80.8M

Call Options Held

24.4K

Put Options Held

Creative Planning Overland Park, KS

5.3M
Shares

$473 Million
0.55% of portfolio
Merriman Wealth Management, LLC

3.57M
Shares

$319 Million
15.48% of portfolio
Lpl Financial LLC Fort Mill, SC

2.72M
Shares

$243 Million
0.14% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.72M
Shares

$243 Million
17.62% of portfolio
Morgan Stanley New York, NY

2.57M
Shares

$230 Million
0.02% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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