Axim Planning & Wealth American Centy ETF Tr Avantis Transaction History

Axim Planning & Wealth

$88.8 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$62.35 - $74.13 $23,381 - $27,798	375 Added 6250.0%	381 $24,000
Q2 2022 Oct 13, 2022	BUY	$63.84 - $77.62 $383 - $465	6 New	6 $0

Others Institutions Holding AVUS

# of Institutions

410

Shares Held

64.3M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

3.56M
Shares

$361 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$314 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$307 Million
36.46% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$228 Million
9.89% of portfolio
Envestnet Asset Management Inc

1.7M
Shares

$172 Million
0.05% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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