Aveo Capital Partners, LLC American Centy ETF Tr Avantis Transaction History

Aveo Capital Partners, LLC

$0
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$48.08 - $56.12 $1.65 Million - $1.93 Million	34,347 Added 26.38%	164,538 $7.96 Million
Q4 2024 Jan 30, 2025	SELL	$52.7 - $59.57 $1.92 Million - $2.17 Million	-36,413 Reduced 21.86%	130,191 $7.08 Million
Q3 2024 Nov 12, 2024	BUY	$49.07 - $56.13 $442,464 - $506,124	9,017 Added 5.72%	166,604 $9 Million
Q2 2024 Aug 02, 2024	BUY	$47.89 - $52.25 $500,211 - $545,751	10,445 Added 7.1%	157,587 $7.87 Million
Q1 2024 May 06, 2024	BUY	$47.8 - $52.36 $52,484 - $57,491	1,098 Added 0.75%	147,142 $7.7 Million

Q4 2023 Feb 06, 2024	BUY	$41.17 - $52.01 $1.66 Million - $2.1 Million	40,365 Added 38.2%	146,044 $7.46 Million
Q3 2023 Nov 06, 2023	SELL	$43.55 - $49.3 $23,429 - $26,523	-538 Reduced 0.51%	105,679 $4.68 Million
Q2 2023 Aug 08, 2023	BUY	$40.98 - $46.23 $4.35 Million - $4.91 Million	106,217 New	106,217 $4.85 Million

Others Institutions Holding AVSC

# of Institutions

186

Shares Held

30.8M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

14.1M
Shares

$793 Million
1.37% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.51M
Shares

$198 Million
10.01% of portfolio
Northwestern Mutual Wealth Management CO

1.11M
Shares

$62.4 Million
0.04% of portfolio
Wealth Management Nebraska Norfolk, NE

905K
Shares

$51 Million
10.74% of portfolio
Cambridge Associates LLC Boston, MA

838K
Shares

$47.2 Million
0.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

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