Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $805 Million
- Q4 2025
A detailed history of Bsw Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bsw Wealth Partners holds 363,168 shares of AVUS stock, worth $39.6 Million. This represents 4.92% of its overall portfolio holdings.
Number of Shares
363,168
Previous 382,514
5.06%
Holding current value
$39.6 Million
Previous $41.6 Million
4.72%
% of portfolio
4.92%
Previous 5.28%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
522Shares Held
79.3MCall 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, CA2.91MShares$317 Million39.27% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio