Intelligent Financial Strategies American Centy ETF Tr Avantis Transaction History
Intelligent Financial Strategies
- $176 Million
- Q3 2024
A detailed history of Intelligent Financial Strategies transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Intelligent Financial Strategies holds 1,203 shares of AVUS stock, worth $114,092. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,203
Previous 1,258
4.37%
Holding current value
$114,092
Previous $113,000
0.88%
% of portfolio
0.06%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
389Shares Held
76.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$322 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio