Elwood & Goetz Wealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $402 Million
- Q3 2024
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 540,001 shares of AVSC stock, worth $29.5 Million. This represents 7.25% of its overall portfolio holdings.
Number of Shares
540,001
Previous 505,225
6.88%
Holding current value
$29.5 Million
Previous $25.2 Million
15.69%
% of portfolio
7.25%
Previous 7.19%
Shares
7 transactions
Others Institutions Holding AVSC
# of Institutions
127Shares Held
22.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$654 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$182 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$44.2 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp537KShares$29.4 Million1.78% of portfolio
-
Ae Wealth Management LLC297KShares$16.2 Million0.16% of portfolio