Leo Wealth, LLC American Centy ETF Tr Avantis Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Leo Wealth, LLC holds 443,635 shares of AVUS stock, worth $44.5 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
443,635
Previous 419,713
5.7%
Holding current value
$44.5 Million
Previous $39.9 Billion
7.67%
% of portfolio
3.85%
Previous 3.65%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
414Shares Held
85.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$357 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$311 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$304 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$226 Million9.89% of portfolio