West Paces Advisors Inc. American Centy ETF Tr Avantis Transaction History

West Paces Advisors Inc.

$439 Billion
Q1 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Dec 18, 2023	SELL	$67.42 - $74.29 $0 - $0	0 Closed	0 $0
Q4 2022 Dec 18, 2023	BUY	$63.25 - $72.69 $0 - $0	0 New	0 $0
Q2 2022 Dec 18, 2023	BUY	$63.84 - $77.62 $6,830 - $8,305	107 New	107 $6.96 Million

Others Institutions Holding AVUS

# of Institutions

460

Shares Held

87.9M

Call Options Held

1K

Put Options Held

100

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$1.73 Billion
3.83% of portfolio
American Century Companies Inc Kansas City, MO

3.23M
Shares

$279 Million
0.19% of portfolio
Oak Root LLC Santa Barbara, CA

3.05M
Shares

$264 Million
37.76% of portfolio
Annex Advisory Services, LLC

2.32M
Shares

$201 Million
7.39% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$195 Million
9.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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