Bcr Wealth Strategies, LLC American Centy ETF Tr Avantis Transaction History
Bcr Wealth Strategies, LLC
- $214 Million
- Q4 2024
A detailed history of Bcr Wealth Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 645,531 shares of AVUS stock, worth $64.7 Million. This represents 29.27% of its overall portfolio holdings.
Number of Shares
645,531
Previous 652,631
1.09%
Holding current value
$64.7 Million
Previous $62.1 Million
0.76%
% of portfolio
29.27%
Previous 29.31%
Shares
13 transactions
Others Institutions Holding AVUS
# of Institutions
411Shares Held
85.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$357 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$311 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$305 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$226 Million9.89% of portfolio