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 69,161 shares of AVSC stock, worth $3.35 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
69,161
Previous 72,928
5.17%
Holding current value
$3.35 Million
Previous $3.64 Billion
3.29%
% of portfolio
1.99%
Previous 2.24%
Shares
5 transactions
Others Institutions Holding AVSC
# of Institutions
160Shares Held
36.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12.3MShares$596 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO11.5MShares$556 Million1.54% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.36MShares$163 Million10.71% of portfolio
-
Northwestern Mutual Wealth Management CO841KShares$40.7 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp566KShares$27.4 Million1.91% of portfolio