Able Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Able Wealth Management LLC

$152 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$69.78 - $82.0 $37,611 - $44,198	539 New	539 $44 Million

Others Institutions Holding AVUS

# of Institutions

414

Shares Held

85.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$2 Billion
3.83% of portfolio
Annex Advisory Services, LLC

3.56M
Shares

$357 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$311 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$304 Million
38.32% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$226 Million
9.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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