Mowery & Schoenfeld Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$51.4 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$84.87 - $93.71 $251,130 - $277,287	-2,959 Closed	0 $0
Q4 2023 May 14, 2024	BUY	$73.38 - $91.25 $217,131 - $270,008	2,959 New	2,959 $266 Million

Others Institutions Holding AVUV

# of Institutions

822

Shares Held

109M

Call Options Held

15.5K

Put Options Held

12.1K

Creative Planning Overland Park, KS

7.99M
Shares

$779 Million
0.75% of portfolio
Lpl Financial LLC Fort Mill, SC

4.14M
Shares

$404 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.52M
Shares

$343 Million
14.79% of portfolio
Morgan Stanley New York, NY

3.46M
Shares

$338 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.69M
Shares

$263 Million
15.25% of portfolio

View Full List

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 Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Account