Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 28,933 shares of AVUS stock, worth $2.9 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
28,933
Previous 28,800
0.46%
Holding current value
$2.9 Million
Previous $2.6 Billion
5.99%
% of portfolio
0.14%
Previous 0.12%
Shares
8 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