Brio Consultants, LLC American Centy ETF Tr Avantis Transaction History
Brio Consultants, LLC
- $636 Million
- Q4 2024
A detailed history of Brio Consultants, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Brio Consultants, LLC holds 80,793 shares of AVUS stock, worth $6.99 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
80,793
Previous 78,969
2.31%
Holding current value
$6.99 Million
Previous $7.51 Million
4.23%
% of portfolio
1.23%
Previous 1.2%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
459Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.73 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$279 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$264 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$201 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$195 Million9.89% of portfolio