Brighton Jones LLC American Centy ETF Tr Avantis Transaction History

Brighton Jones LLC

$3.94 Billion
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 31, 2025	SELL	$75.17 - $91.21 $28,113 - $34,112	-374 Reduced 10.65%	3,137 $285,000
Q1 2025 Apr 17, 2025	BUY	$84.95 - $100.62 $57,511 - $68,119	677 Added 23.89%	3,511 $306,000
Q4 2024 Mar 04, 2025	BUY	$94.37 - $106.41 $15,099 - $17,025	160 Added 5.98%	2,834 $273,000
Q4 2024 Jan 17, 2025	BUY	$94.37 - $106.41 $15,099 - $17,025	160 Added 5.98%	2,834 $273,000
Q3 2024 Mar 04, 2025	SELL	$88.24 - $99.7 $78,092 - $88,234	-885 Reduced 24.87%	2,674 $256,000

Q3 2024 Oct 22, 2024	SELL	$88.24 - $99.7 $78,092 - $88,234	-885 Reduced 24.87%	2,674 $256,000
Q2 2024 Mar 04, 2025	BUY	$86.93 - $93.77 $63,024 - $67,983	725 Added 25.58%	3,559 $319,000
Q2 2024 Aug 12, 2024	BUY	$86.93 - $93.77 $43,378 - $46,791	499 Added 16.31%	3,559 $319,000
Q1 2024 May 09, 2024	BUY	$84.87 - $93.71 $41,501 - $45,824	489 Added 19.02%	3,060 $286,000
Q4 2023 Feb 05, 2024	BUY	$73.38 - $91.25 $188,659 - $234,603	2,571 New	2,571 $230,000

Others Institutions Holding AVUV

# of Institutions

960

Shares Held

135M

Call Options Held

36.9K

Put Options Held

18.5K

Creative Planning Overland Park, KS

16.8M
Shares

$1.64 Billion
1.3% of portfolio
Lpl Financial LLC Fort Mill, SC

5.11M
Shares

$499 Million
0.16% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$344 Million
14.79% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.77M
Shares

$270 Million
13.72% of portfolio
Truepoint, Inc.

2.75M
Shares

$268 Million
6.55% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
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