Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 4,381 shares of AVUS stock, worth $437,749. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,381
Previous 5,703
23.18%
Holding current value
$437,749
Previous $542,000
21.77%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
418Shares Held
85.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.99 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$356 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$310 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio