Alpha Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
A detailed history of Alpha Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 4,929 shares of AVUS stock, worth $427,590. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,929
Previous 4,929
-0.0%
Holding current value
$427,590
Previous $469 Million
1.87%
% of portfolio
0.22%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
460Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.73 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$280 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$265 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$201 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$196 Million9.89% of portfolio