Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 124,477 shares of AVUS stock, worth $10.8 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
124,477
Previous 121,229
2.68%
Holding current value
$10.8 Million
Previous $11.5 Million
4.6%
% of portfolio
0.25%
Previous 0.26%
Shares
16 transactions
Others Institutions Holding AVUS
# of Institutions
460Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.73 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$279 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$264 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$201 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$195 Million9.89% of portfolio