Capital Analysts, LLC American Centy ETF Tr Avantis Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$55.54 - $59.61 $18,883 - $20,267	340 New	340 $19,000

Others Institutions Holding AVDE

# of Institutions

370

Shares Held

68M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

4.94M
Shares

$315 Million
10.24% of portfolio
Wealth Enhancement Advisory Services, LLC

4.56M
Shares

$291 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$187 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.66M
Shares

$170 Million
17.59% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$154 Million
0.24% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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