Monument Group Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Monument Group Wealth Advisors, LLC
- $141 Billion
- Q4 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 7,786 shares of AVUS stock, worth $754,307. This represents 0.53% of its overall portfolio holdings.
Number of Shares
7,786
Previous 7,786
-0.0%
Holding current value
$754,307
Previous $741 Million
1.87%
% of portfolio
0.53%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
456Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.93 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$345 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$313 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$294 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$219 Million9.89% of portfolio