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

735

Shares Held

99.1M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$637 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$398 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$370 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$325 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$279 Million
15.21% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor, Cottrill, Erickson & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Taylor, Cottrill, Erickson & Associates, Inc. with notifications on news.

Account