Integrated Wealth Concepts LLC American Centy ETF Tr Avantis Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 2025
A detailed history of Integrated Wealth Concepts LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 8,976 shares of AVUS stock, worth $979,191. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,976
Previous 11,076
18.96%
Holding current value
$979,191
Previous $1.12 Million
12.63%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio