Geo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geo Wealth Management, LLC holds 189 shares of AVUS stock, worth $18,310. This represents 0.0% of its overall portfolio holdings.

Number of Shares

189

Holding current value

$18,310

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$94.36 - $102.06 $17,834 - $19,289	189 New	189 $18,000

Others Institutions Holding AVUS

# of Institutions

454

Shares Held

88M

Call Options Held

Put Options Held

100

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$1.93 Billion
3.83% of portfolio
Annex Advisory Services, LLC

3.56M
Shares

$345 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.23M
Shares

$313 Million
0.19% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$294 Million
38.32% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$219 Million
9.89% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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Geo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History