Capital Group Private Client Services, Inc. American Centy ETF Tr Avantis Transaction History
Capital Group Private Client Services, Inc.
- $9.94 Billion
- Q3 2024
A detailed history of Capital Group Private Client Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 56,711 shares of AVUS stock, worth $5.71 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
56,711
Previous 56,517
0.34%
Holding current value
$5.71 Million
Previous $5.1 Million
5.87%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
409Shares Held
64.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$312 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio