Worth Pointe, LLC American Centy ETF Tr Avantis Transaction History

Worth Pointe, LLC

$217 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	BUY	$41.75 - $45.27 $101,369 - $109,915	2,428 Added 21.23%	13,863 $594,000
Q1 2022 May 04, 2022	BUY	$44.92 - $48.46 $513,660 - $554,140	11,435 New	11,435 $519,000

Others Institutions Holding AVIG

# of Institutions

106

Shares Held

20.4M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

4.79M
Shares

$198 Million
0.18% of portfolio
Ci Private Wealth, LLC Miami, FL

1.34M
Shares

$55.5 Million
0.1% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

1.3M
Shares

$53.8 Million
7.22% of portfolio
Verus Financial Partners, Inc.

1.25M
Shares

$51.6 Million
5.82% of portfolio
Pacific Life Fund Advisors LLC Newport Beach, CA

1.19M
Shares

$49.1 Million
5.0% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIG
Sector ETFs
Industry ETFs

More about AVIG

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