Kwb Wealth American Centy ETF Tr Avantis Transaction History
Kwb Wealth
- $789 Million
- Q4 2024
A detailed history of Kwb Wealth transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kwb Wealth holds 35,838 shares of AVUS stock, worth $3.29 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
35,838
Previous 33,206
7.93%
Holding current value
$3.29 Million
Previous $3.16 Million
9.94%
% of portfolio
0.44%
Previous 0.39%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$327 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$279 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio