Capital Analysts, LLC American Centy ETF Tr Avantis Transaction History

Capital Analysts, LLC

$2.49 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	BUY	$70.19 - $74.23 $323,435 - $342,051	4,608 New	4,608 $342,000

Others Institutions Holding AVUS

# of Institutions

458

Shares Held

88.3M

Call Options Held

1K

Put Options Held

100

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$1.81 Billion
3.83% of portfolio
Annex Advisory Services, LLC

3.56M
Shares

$323 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.23M
Shares

$293 Million
0.19% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$275 Million
38.32% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$205 Million
9.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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