Kingsview Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$84.87 - $93.71 $2.38 Million - $2.62 Million	28,002 New	28,002 $2.62 Million
Q1 2023 May 15, 2023	SELL	$70.61 - $84.06 $2.34 Million - $2.78 Million	-33,126 Reduced 90.16%	3,617 $267,000
Q4 2022 Feb 13, 2023	BUY	$68.43 - $80.54 $258,733 - $304,521	3,781 Added 11.47%	36,743 $2.74 Million
Q3 2022 Nov 14, 2022	BUY	$65.42 - $79.96 $147,195 - $179,910	2,250 Added 7.33%	32,962 $2.18 Million
Q2 2022 Aug 16, 2022	BUY	$67.93 - $81.74 $824,466 - $992,078	12,137 Added 65.34%	30,712 $2.1 Million
Q1 2022 Feb 08, 2024	BUY	$75.32 - $82.57 $2.02 Million - $2.21 Million	26,787 New	26,787 $2.14 Million
Q4 2021 Feb 17, 2022	BUY	$75.12 - $83.87 $1.4 Million - $1.56 Million	18,575 New	18,575 $1.48 Million

Others Institutions Holding AVUV

# of Institutions

753

Shares Held

101M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$618 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$386 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$360 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$316 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$271 Million
15.21% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.