Annapolis Financial Services, LLC American Centy ETF Tr Avantis Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 4,992 shares of AVUS stock, worth $493,908. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,992
Previous 4,992
-0.0%
Holding current value
$493,908
Previous $450,000
5.33%
% of portfolio
0.15%
Previous 0.15%
Shares
9 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