Tidemark, LLC American Centy ETF Tr Avantis Transaction History

Tidemark, LLC

$236 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$58.3 - $63.83 $4,780 - $5,234	-82 Reduced 61.19%	52 $3.31 Million
Q4 2023 Feb 09, 2024	BUY	$52.98 - $60.62 $7,099 - $8,123	134 New	134 $8.1 Million

Others Institutions Holding AVDE

# of Institutions

359

Shares Held

67M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$363 Million
14.0% of portfolio
Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$287 Million
0.69% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$185 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$156 Million
18.26% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$152 Million
0.24% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
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