Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 161,210 shares of AVIG stock, worth $6.67 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
161,210
Previous 148,303
8.7%
Holding current value
$6.67 Million
Previous $6.12 Billion
12.02%
% of portfolio
3.94%
Previous 4.14%
Shares
3 transactions
Others Institutions Holding AVIG
# of Institutions
123Shares Held
24.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX5.96MShares$247 Million1.14% of portfolio
-
Ae Wealth Management LLC3.32MShares$137 Million1.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.66MShares$68.6 Million0.1% of portfolio
-
Verus Financial Partners, Inc.1.27MShares$52.8 Million5.77% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.27MShares$52.5 Million6.9% of portfolio