Activest Wealth Management American Centy ETF Tr Avantis Transaction History

Activest Wealth Management

$332 Million
Q4 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$94.37 - $106.41 $0 - $0	0 New	0 $0
Q2 2024 Jul 30, 2024	SELL	$86.93 - $93.77 $5,389 - $5,813	-62 Closed	0 $0
Q1 2024 Apr 24, 2024	BUY	$84.87 - $93.71 $5,261 - $5,810	62 New	62 $5,000

Others Institutions Holding AVUV

# of Institutions

832

Shares Held

110M

Call Options Held

7.5K

Put Options Held

13K

Creative Planning Overland Park, KS

7.99M
Shares

$736 Million
0.75% of portfolio
Lpl Financial LLC Fort Mill, SC

4.14M
Shares

$382 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$324 Million
14.79% of portfolio
Morgan Stanley New York, NY

3.46M
Shares

$319 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.69M
Shares

$248 Million
15.25% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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