Accredited Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 132,537 shares of AVUS stock, worth $12.3 Million. This represents 11.24% of its overall portfolio holdings.
Number of Shares
132,537Holding current value
$12.3 Million% of portfolio
11.24%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
457Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.85 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$330 Million11.68% of portfolio
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American Century Companies Inc Kansas City, MO3.23MShares$299 Million0.19% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$281 Million38.32% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio