Pine Harbor Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 8,891 shares of AVUS stock, worth $879,675. This represents 0.42% of its overall portfolio holdings.
Number of Shares
8,891
Previous 8,781
1.25%
Holding current value
$879,675
Previous $792 Million
6.82%
% of portfolio
0.42%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$300 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio