Atria Investments LLC American Centy ETF Tr Avantis Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

A detailed history of Atria Investments LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atria Investments LLC holds 2,275 shares of AVUS stock, worth $228,182. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,275

Holding current value

$228,182

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$86.27 - $95.15 $196,264 - $216,466	2,275 New	2,275 $216,000

Others Institutions Holding AVUS

# of Institutions

414

Shares Held

85.5M

Call Options Held

Put Options Held

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$2 Billion
3.83% of portfolio
Annex Advisory Services, LLC

3.56M
Shares

$357 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$311 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$305 Million
38.32% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$226 Million
9.89% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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Atria Investments LLC American Centy ETF Tr Avantis Transaction History