Summit X, LLC American Centy ETF Tr Avantis Transaction History

Summit X, LLC

$423 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 03, 2023	BUY	$55.54 - $59.61 $106,359 - $114,153	1,915 Added 30.95%	8,103 $450,000
Q2 2023 Aug 09, 2023	BUY	$55.68 - $59.23 $344,547 - $366,515	6,188 New	6,188 $355,000

Others Institutions Holding AVDE

# of Institutions

361

Shares Held

67.1M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

5.76M
Shares

$350 Million
14.0% of portfolio
Wealth Enhancement Advisory Services, LLC

4.56M
Shares

$277 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$178 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.48M
Shares

$151 Million
18.26% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$146 Million
0.24% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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