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

Taylor, Cottrill, Erickson & Associates, Inc.

$359 Million
Q3 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

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

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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