Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 150,382 shares of AVUS stock, worth $14.9 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
150,382
Previous 146,818
2.43%
Holding current value
$14.9 Million
Previous $14 Million
4.35%
% of portfolio
4.84%
Previous 4.02%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
450Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.98 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$353 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$320 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$301 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio