Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 4,381 shares of AVUS stock, worth $406,206. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,381
Previous 5,703
23.18%
Holding current value
$406,206
Previous $542,000
21.77%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.85 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$330 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$299 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$282 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio