Continuum Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Continuum Wealth Advisors, LLC
- $158 Million
- Q3 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 307,701 shares of AVUS stock, worth $30.4 Million. This represents 18.55% of its overall portfolio holdings.
Number of Shares
307,701
Previous 345,910
11.05%
Holding current value
$30.4 Million
Previous $31.2 Million
6.15%
% of portfolio
18.55%
Previous 16.54%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$300 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio