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	BUY	$47.58 - $52.85 $47 - $52	1 Added 0.02%	5,155 $267 Million
Q1 2024 Aug 20, 2024	BUY	$45.19 - $49.53 $1,220 - $1,337	27 Added 0.53%	5,154 $253 Million
Q1 2024 May 03, 2024	BUY	$45.19 - $49.53 $1,220 - $1,337	27 Added 0.53%	5,154 $253 Million
Q4 2023 Aug 20, 2024	SELL	$43.39 - $48.23 $1,214 - $1,350	-28 Reduced 0.54%	5,127 $246 Million
Q4 2023 Feb 09, 2024	BUY	$43.39 - $48.23 $222,460 - $247,275	5,127 New	5,127 $246 Million
Q2 2023 Aug 08, 2023	BUY	$43.47 - $47.63 $1,391 - $1,524	32 Added 0.67%	4,801 $221 Million
Q1 2023 May 09, 2023	BUY	$42.49 - $47.5 $509 - $570	12 Added 0.25%	4,769 $214 Million
Q4 2022 Feb 08, 2023	BUY	$37.62 - $44.13 $178,958 - $209,926	4,757 New	4,757 $203 Million

Others Institutions Holding AVSE

# of Institutions

36

Shares Held

681K

Call Options Held

0

Put Options Held

0

Ci Private Wealth, LLC Miami, FL

149K
Shares

$7.64 Million
0.01% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

96K
Shares

$4.92 Million
0.59% of portfolio
High Tower Advisors, LLC Chicago, IL

71.9K
Shares

$3.69 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

44.9K
Shares

$2.3 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

40.8K
Shares

$2.09 Million
0.0% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSE
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