Venturi Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Venturi Wealth Management, LLC

$1.77 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$42.29 - $49.13 $17,761 - $20,634	420 New	420 $18,000

Others Institutions Holding AVSC

# of Institutions

146

Shares Held

37.4M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

12.6M
Shares

$586 Million
1.42% of portfolio
Envestnet Asset Management Inc

11.5M
Shares

$532 Million
0.19% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.42M
Shares

$159 Million
9.99% of portfolio
Northwestern Mutual Wealth Management CO

965K
Shares

$44.8 Million
0.04% of portfolio
Wealth Management Nebraska Norfolk, NE

689K
Shares

$32 Million
9.14% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

More about AVSC

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