Diversified Portfolios, Inc. American Centy ETF Tr Avantis Transaction History
Diversified Portfolios, Inc.
- $837 Million
- Q3 2024
A detailed history of Diversified Portfolios, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 5,805 shares of AVUS stock, worth $574,346. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,805
Previous 5,805
-0.0%
Holding current value
$574,346
Previous $523,000
5.54%
% of portfolio
0.07%
Previous 0.06%
Shares
6 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