Ep Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,145 shares of AVUS stock, worth $203,989. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,145Holding current value
$203,989% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.9 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$339 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$307 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$289 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$215 Million9.89% of portfolio