Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $189 Billion
- Q4 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 142,726 shares of AVIG stock, worth $5.89 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
142,726
Previous 161,647
11.71%
Holding current value
$5.89 Million
Previous $6.59 Billion
12.16%
% of portfolio
3.06%
Previous 4.06%
Shares
5 transactions
Others Institutions Holding AVIG
# of Institutions
126Shares Held
24.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX5.96MShares$246 Million1.14% of portfolio
-
Ae Wealth Management LLC3.32MShares$137 Million1.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.66MShares$68.4 Million0.1% of portfolio
-
Verus Financial Partners, Inc.1.27MShares$52.6 Million5.77% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.27MShares$52.4 Million6.9% of portfolio