Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $220 Billion
- Q3 2025
A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 127,663 shares of AVIG stock, worth $5.35 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
127,663
Previous 127,151
0.4%
Holding current value
$5.35 Million
Previous $5.23 Billion
2.71%
% of portfolio
2.44%
Previous 2.55%
Shares
8 transactions
Others Institutions Holding AVIG
# of Institutions
136Shares Held
27.1MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC5.11MShares$214 Million1.59% of portfolio
-
Envestnet Asset Management Inc1.61MShares$67.3 Million0.02% of portfolio
-
Verus Financial Partners, Inc.1.4MShares$58.7 Million5.73% of portfolio
-
Morgan Stanley New York, NY1.34MShares$56 Million0.0% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.28MShares$53.8 Million6.58% of portfolio