Ever Source Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,361 shares of AVUS stock, worth $136,971. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,361
Previous 1,357
0.29%
Holding current value
$136,971
Previous $122,000
5.74%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
409Shares Held
64.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$312 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio