Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $926 Billion
- Q4 2024
A detailed history of Rockwood Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 361,981 shares of AVUS stock, worth $32.8 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
361,981
Previous 373,877
3.18%
Holding current value
$32.8 Million
Previous $35.6 Billion
1.23%
% of portfolio
3.79%
Previous 3.91%
Shares
13 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.81 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$323 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$275 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio