Arcadia Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Arcadia Wealth Management, Inc.
- $165 Billion
- Q3 2025
A detailed history of Arcadia Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 317,005 shares of AVUS stock, worth $34.6 Million. This represents 20.93% of its overall portfolio holdings.
Number of Shares
317,005
Previous 295,806
7.17%
Holding current value
$34.6 Million
Previous $29.8 Billion
15.54%
% of portfolio
20.93%
Previous 20.32%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio