Accel Wealth Management American Centy ETF Tr Avantis Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	SELL	$54.34 - $62.7 $13,204 - $15,236	-243 Reduced 5.28%	4,362 $272,000
Q2 2023 Jul 24, 2023	BUY	$56.07 - $60.13 $258,202 - $276,898	4,605 New	4,605 $265,000

Others Institutions Holding AVDV

# of Institutions

375

Shares Held

78.4M

Call Options Held

0

Put Options Held

200

Jones Financial Companies Lllp

17.2M
Shares

$1.12 Billion
1.25% of portfolio
Savant Capital, LLC

8.92M
Shares

$579 Million
5.37% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$412 Million
0.45% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$168 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$163 Million
4.07% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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