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 $29.2 Million. This represents 7.25% of its overall portfolio holdings.
Number of Shares
540,001
Previous 505,225
6.88%
Holding current value
$29.2 Million
Previous $25.2 Million
15.69%
% of portfolio
7.25%
Previous 7.19%
Shares
7 transactions
Others Institutions Holding AVSC
# of Institutions
112Shares Held
20.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc10.6MShares$574 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.33MShares$180 Million10.28% of portfolio
-
Northwestern Mutual Wealth Management CO733KShares$39.6 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp505KShares$27.3 Million1.64% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA267KShares$14.4 Million1.43% of portfolio