Team Hewins, LLC American Centy ETF Tr Avantis Transaction History

Team Hewins, LLC

$488 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	SELL	$54.31 - $58.32 $19,497 - $20,936	-359 Reduced 3.39%	10,240 $569 Million
Q1 2024 Aug 20, 2024	BUY	$52.01 - $57.02 $2,340 - $2,565	45 Added 0.43%	10,599 $603 Million
Q1 2024 May 03, 2024	BUY	$52.01 - $57.02 $2,340 - $2,565	45 Added 0.43%	10,599 $603 Million
Q4 2023 Aug 20, 2024	BUY	$46.27 - $54.0 $14,528 - $16,956	314 Added 3.07%	10,554 $569 Million
Q4 2023 Feb 09, 2024	BUY	$46.27 - $54.0 $488,333 - $569,916	10,554 New	10,554 $569 Million
Q2 2023 Aug 08, 2023	BUY	$49.68 - $52.62 $1,092 - $1,157	22 Added 0.21%	10,255 $525 Million
Q1 2023 May 09, 2023	BUY	$47.33 - $51.88 $899 - $985	19 Added 0.19%	10,233 $517 Million
Q4 2022 Feb 08, 2023	BUY	$40.03 - $48.47 $408,866 - $495,072	10,214 New	10,214 $481 Million

Others Institutions Holding AVSD

# of Institutions

47

Shares Held

1.36M

Call Options Held

0

Put Options Held

0

Clarity Asset Management, Inc. Ames, IA

273K
Shares

$15.6 Million
11.51% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

196K
Shares

$11.2 Million
1.35% of portfolio
Ci Private Wealth, LLC Miami, FL

176K
Shares

$10.1 Million
0.02% of portfolio
Merriman Wealth Management, LLC

67.7K
Shares

$3.86 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$3.81 Million
1.94% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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