Mc Glone Suttner Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $481 Billion
- Q3 2024
A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 345,642 shares of AVUS stock, worth $34.2 Million. This represents 6.84% of its overall portfolio holdings.
Number of Shares
345,642
Previous 14,890
2221.3%
Holding current value
$34.2 Million
Previous $1.21 Billion
2608.36%
% of portfolio
6.84%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$300 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio