World Equity Group, Inc. American Centy ETF Tr Avantis Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 26, 2024	SELL	$69.33 - $77.71 $408,908 - $458,333	-5,898 Closed	0 $0
Q1 2023 Aug 26, 2024	BUY	$70.61 - $84.06 $416,457 - $495,785	5,898 New	5,898 $257 Million

Others Institutions Holding AVUV

# of Institutions

719

Shares Held

94.2M

Call Options Held

16.9K

Put Options Held

4.4K

Creative Planning Overland Park, KS

6.19M
Shares

$636 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$398 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.66M
Shares

$376 Million
14.89% of portfolio
Morgan Stanley New York, NY

2.97M
Shares

$305 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.73M
Shares

$281 Million
15.17% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.