Larson Financial Group LLC American Centy ETF Tr Avantis Transaction History

Larson Financial Group LLC

$1.75 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 03, 2023	SELL	$72.72 - $78.49 $2,763 - $2,982	-38 Reduced 38.0%	62 $4,000
Q2 2023 Aug 03, 2023	BUY	$68.92 - $75.19 $6,892 - $7,519	100 New	100 $7,000

Others Institutions Holding AVUS

# of Institutions

399

Shares Held

63M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

3.39M
Shares

$336 Million
11.71% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$307 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$300 Million
36.46% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$223 Million
9.89% of portfolio
Envestnet Asset Management Inc

1.7M
Shares

$168 Million
0.05% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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