Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $206 Million
- Q4 2024
A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 5,123 shares of AVUS stock, worth $464,656. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,123
Previous 5,123
-0.0%
Holding current value
$464,656
Previous $487,000
2.05%
% of portfolio
0.24%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.81 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$323 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$275 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio