Beacon Financial Group American Centy ETF Tr Avantis Transaction History
Beacon Financial Group
- $944 Million
- Q3 2025
A detailed history of Beacon Financial Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Beacon Financial Group holds 17,465 shares of AVUS stock, worth $1.91 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
17,465
Previous 17,516
0.29%
Holding current value
$1.91 Million
Previous $1.77 Million
7.54%
% of portfolio
0.2%
Previous 0.2%
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
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio