Personal Capital Advisors Corp American Centy ETF Tr Avantis Transaction History

Personal Capital Advisors Corp

$20.6 Billion
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	$53.45 - $63.0 $216,953 - $255,717	-4,059 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$49.86 - $57.43 $202,381 - $233,108	4,059 New	4,059 $220,000

Others Institutions Holding AVUS

# of Institutions

414

Shares Held

85.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$2.01 Billion
3.83% of portfolio
Annex Advisory Services, LLC

3.56M
Shares

$359 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$313 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$306 Million
38.32% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$227 Million
9.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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