Allworth Financial LP American Centy ETF Tr Avantis Transaction History
Allworth Financial LP
- $16.1 Billion
- Q3 2024
A detailed history of Allworth Financial LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Allworth Financial LP holds 219,923 shares of AVUS stock, worth $21.8 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
219,923
Previous 1,263,269
82.59%
Holding current value
$21.8 Million
Previous $114 Million
81.63%
% of portfolio
0.13%
Previous 0.74%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$300 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio