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

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$604 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$377 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$351 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$308 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$265 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
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