Caliber Wealth Management, LLC / Ks American Centy ETF Tr Avantis Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 517,611 shares of AVUS stock, worth $56.5 Million. This represents 6.27% of its overall portfolio holdings.
Number of Shares
517,611
Previous 460,285
12.45%
Holding current value
$56.5 Million
Previous $46.4 Billion
21.24%
% of portfolio
6.27%
Previous 4.99%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78.8MCall 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