Gateway Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Gateway Wealth Partners, LLC
- $363 Billion
- Q3 2024
A detailed history of Gateway Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 136,376 shares of AVUS stock, worth $13.5 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
136,376
Previous 134,108
1.69%
Holding current value
$13.5 Million
Previous $12.1 Billion
7.28%
% of portfolio
3.58%
Previous 3.66%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$300 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio