Caitlin John, LLC American Centy ETF Tr Avantis Transaction History

Caitlin John, LLC

$144 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$62.52 - $71.12 $1,938 - $2,204	31 Added 775.0%	35 $2.3 Million
Q4 2023 Feb 14, 2024	BUY	$54.34 - $62.7 $217 - $250	4 New	4 $275,000

Others Institutions Holding AVDV

# of Institutions

537

Shares Held

116M

Call Options Held

4.1K

Put Options Held

0

Creative Planning Overland Park, KS

20.6M
Shares

$1.86 Billion
1.42% of portfolio
Jones Financial Companies Lllp

19.1M
Shares

$1.72 Billion
1.16% of portfolio
Savant Capital, LLC

11.5M
Shares

$1.04 Billion
5.76% of portfolio
Buckingham Strategic Partners Saint Louis, MO

4.04M
Shares

$365 Million
4.37% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$233 Million
1.87% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

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