Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
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 4,616 shares of AVUS stock, worth $447,198. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,616
Previous 4,935
6.46%
Holding current value
$447,198
Previous $442 Million
0.57%
% of portfolio
0.25%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
456Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.93 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$345 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$313 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$294 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$219 Million9.89% of portfolio