Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
A detailed history of Lakeridge Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 79,720 shares of AVUS stock, worth $7.42 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
79,720
Previous 63,729
25.09%
Holding current value
$7.42 Million
Previous $6.06 Billion
27.43%
% of portfolio
3.99%
Previous 3.33%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.86 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$332 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$301 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$283 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$210 Million9.89% of portfolio