Crewe Advisors LLC American Centy ETF Tr Avantis Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$55.2 - $60.58 $6,734 - $7,390	122 New	122 $7,000
Q1 2022 Apr 27, 2022	BUY	$57.89 - $66.21 $1,157 - $1,324	20 New	20 $1,000

Others Institutions Holding AVDV

# of Institutions

375

Shares Held

78.4M

Call Options Held

0

Put Options Held

200

Jones Financial Companies Lllp

17.2M
Shares

$1.12 Billion
1.25% of portfolio
Savant Capital, LLC

8.92M
Shares

$579 Million
5.37% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$412 Million
0.45% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$168 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$163 Million
4.07% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

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