Cooper/Haims Advisors, LLC American Centy ETF Tr Avantis Transaction History
Cooper/Haims Advisors, LLC
- $173 Million
- Q4 2024
A detailed history of Cooper/Haims Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 13,880 shares of AVUS stock, worth $1.27 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
13,880
Previous 11,831
17.32%
Holding current value
$1.27 Million
Previous $1.13 Million
19.56%
% of portfolio
0.78%
Previous 0.63%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$327 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$279 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio