Wms Partners, LLC American Centy ETF Tr Avantis Transaction History

Wms Partners, LLC

$0
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$64.29 - $69.59 $37,673 - $40,779	586 Added 2.51%	23,924 $1.58 Million
Q3 2024 Nov 13, 2024	BUY	$59.01 - $65.3 $149,531 - $165,470	2,534 Added 12.18%	23,338 $1.52 Million
Q2 2024 Aug 14, 2024	BUY	$57.39 - $62.24 $462,276 - $501,343	8,055 Added 63.18%	20,804 $1.28 Million
Q1 2024 May 15, 2024	BUY	$54.96 - $61.43 $129,265 - $144,483	2,352 Added 22.62%	12,749 $783,000
Q4 2023 Feb 12, 2024	BUY	$47.19 - $56.42 $100,137 - $119,723	2,122 Added 25.64%	10,397 $584,000
Q3 2023 Nov 09, 2023	BUY	$49.19 - $53.54 $48,747 - $53,058	991 Added 13.61%	8,275 $410,000
Q2 2023 Aug 14, 2023	BUY	$47.09 - $51.63 $131,334 - $143,996	2,789 Added 62.05%	7,284 $376,000
Q1 2023 May 12, 2023	BUY	$45.67 - $50.71 $205,286 - $227,941	4,495 New	4,495 $217,000

Others Institutions Holding AVSU

# of Institutions

74

Shares Held

3.92M

Call Options Held

0

Put Options Held

0

Maseco LLP London,

1.23M
Shares

$90.3 Million
3.2% of portfolio
Clarity Asset Management, Inc. Ames, IA

422K
Shares

$31 Million
17.43% of portfolio
Merriman Wealth Management, LLC

319K
Shares

$23.4 Million
0.92% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

156K
Shares

$11.5 Million
4.58% of portfolio
Wealth Enhancement Advisory Services, LLC

139K
Shares

$10.2 Million
0.02% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSU
Sector ETFs
Industry ETFs

More about AVSU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wms Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wms Partners, LLC with notifications on news.