Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 1,544 shares of AVUS stock, worth $154,863. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,544
Previous 1,544
-0.0%
Holding current value
$154,863
Previous $147 Million
1.87%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
411Shares Held
85.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$357 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$311 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$305 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$226 Million9.89% of portfolio