Elwood & Goetz Wealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $535 Million
- Q4 2025
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 636,669 shares of AVSC stock, worth $35.9 Million. This represents 6.71% of its overall portfolio holdings.
Number of Shares
636,669
Previous 592,476
7.46%
Holding current value
$35.9 Million
Previous $33.9 Million
5.73%
% of portfolio
6.71%
Previous 6.88%
Shares
12 transactions
Others Institutions Holding AVSC
# of Institutions
185Shares Held
31MCall 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