Continuum Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Continuum Wealth Advisors, LLC
- $157 Million
- Q4 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 321,996 shares of AVUS stock, worth $27.8 Million. This represents 19.82% of its overall portfolio holdings.
Number of Shares
321,996
Previous 307,701
4.65%
Holding current value
$27.8 Million
Previous $29.3 Million
6.61%
% of portfolio
19.82%
Previous 18.55%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
460Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.73 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$279 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$264 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$201 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$195 Million9.89% of portfolio