Sound Income Strategies, LLC American Centy ETF Tr Avantis Transaction History

Sound Income Strategies, LLC

$1.47 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$45.17 - $46.42 $55,107 - $56,632	1,220 New	1,220 $56,000

Others Institutions Holding AVSF

# of Institutions

60

Shares Held

7.29M

Call Options Held

0

Put Options Held

0

Prairie View Partners, LLC

2.63M
Shares

$121 Million
12.66% of portfolio
Verus Financial Partners, Inc.

1.43M
Shares

$66.1 Million
7.36% of portfolio
Envestnet Asset Management Inc

353K
Shares

$16.3 Million
0.01% of portfolio
Creative Planning Overland Park, KS

323K
Shares

$14.9 Million
0.02% of portfolio
Pacific Life Fund Advisors LLC Newport Beach, CA

288K
Shares

$13.3 Million
1.38% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSF
Sector ETFs
Industry ETFs

More about AVSF

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