Joseph P. Lucia & Associates, LLC American Centy ETF Tr Avantis Transaction History

Joseph P. Lucia & Associates, LLC

$186 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 04, 2022	SELL	$60.93 - $65.74 $19,253 - $20,773	-316 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$61.33 - $65.71 $19,380 - $20,764	316 New	316 $20,000

Others Institutions Holding AVDE

# of Institutions

359

Shares Held

67M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$354 Million
14.0% of portfolio
Wealth Enhancement Advisory Services, LLC

4.55M
Shares

$280 Million
0.69% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$180 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$152 Million
18.26% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$148 Million
0.24% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
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