Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $220 Billion
- Q3 2025
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 69,287 shares of AVSC stock, worth $3.9 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
69,287
Previous 64,363
7.65%
Holding current value
$3.9 Million
Previous $3.46 Billion
14.58%
% of portfolio
1.8%
Previous 1.69%
Shares
8 transactions
Others Institutions Holding AVSC
# of Institutions
186Shares Held
30.8MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.1MShares$793 Million1.37% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.51MShares$198 Million10.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.11MShares$62.4 Million0.04% of portfolio
-
Wealth Management Nebraska Norfolk, NE905KShares$51 Million10.74% of portfolio
-
Cambridge Associates LLC Boston, MA838KShares$47.2 Million0.89% of portfolio