Jrm Investment Counsel, LLC American Centy ETF Tr Avantis Transaction History
Jrm Investment Counsel, LLC
- $290 Billion
- Q3 2024
A detailed history of Jrm Investment Counsel, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Jrm Investment Counsel, LLC holds 414,685 shares of AVUS stock, worth $41 Million. This represents 13.59% of its overall portfolio holdings.
Number of Shares
414,685
Previous 444,006
6.6%
Holding current value
$41 Million
Previous $40 Billion
1.47%
% of portfolio
13.59%
Previous 13.51%
Shares
9 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