Strategic Financial Concepts, LLC American Centy ETF Tr Avantis Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 19,954,274 shares of AVUS stock, worth $1.98 Billion. This represents 3.83% of its overall portfolio holdings.
Number of Shares
19,954,274
Previous 170,269
11619.26%
Holding current value
$1.98 Billion
Previous $16.2 Billion
29.76%
% of portfolio
3.83%
Previous 5.16%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
450Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Annex Advisory Services, LLC3.56MShares$353 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$320 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$301 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.73MShares$171 Million0.06% of portfolio