Vestment Financial LLC American Centy ETF Tr Avantis Transaction History

Vestment Financial LLC

$131 Billion
Q4 2024

A detailed history of Vestment Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vestment Financial LLC holds 8,565 shares of AVSD stock, worth $514,756. This represents 0.37% of its overall portfolio holdings.

Number of Shares

8,565

Holding current value

$514,756

% of portfolio

0.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$55.57 - $59.89 $475,957 - $512,957	8,565 New	8,565 $478 Million

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.42M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

276K
Shares

$16.6 Million
10.02% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

201K
Shares

$12.1 Million
1.19% of portfolio
Ci Private Wealth, LLC Miami, FL

181K
Shares

$10.9 Million
0.02% of portfolio
Merriman Wealth Management, LLC

68.4K
Shares

$4.11 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$4.02 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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Vestment Financial LLC American Centy ETF Tr Avantis Transaction History