Gerber Kawasaki Wealth & Investment Management American Centy ETF Tr Avantis Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.28 Billion
- Q4 2024
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 3,132 shares of AVUS stock, worth $270,886. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,132
Previous 3,132
-0.0%
Holding current value
$270,886
Previous $298,000
1.68%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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