Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $3.52 Billion
- Q3 2025
A detailed history of Annex Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,619,704 shares of AVUS stock, worth $286 Million. This represents 8.09% of its overall portfolio holdings.
Number of Shares
2,619,704
Previous 2,585,372
1.33%
Holding current value
$286 Million
Previous $261 Million
9.25%
% of portfolio
8.09%
Previous 8.58%
Shares
8 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
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$246 Million9.89% of portfolio