Arista Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Arista Wealth Management, LLC
- $416 Billion
- Q3 2024
A detailed history of Arista Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arista Wealth Management, LLC holds 2,270 shares of AVUS stock, worth $228,452. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,270
Previous 2,270
-0.0%
Holding current value
$228,452
Previous $205 Million
5.5%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
412Shares Held
84.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$312 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio