Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 14,522 shares of AVUS stock, worth $1.36 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
14,522
Previous 14,359
1.14%
Holding current value
$1.36 Million
Previous $1.37 Billion
3.03%
% of portfolio
0.88%
Previous 0.89%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
457Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.86 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$333 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$302 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$284 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$211 Million9.89% of portfolio