Cornerstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 60,608 shares of AVUS stock, worth $6.1 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
60,608
Previous 53,470
13.35%
Holding current value
$6.1 Million
Previous $5.09 Million
15.47%
% of portfolio
0.41%
Previous 0.37%
Shares
11 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