Mattern Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Mattern Wealth Management LLC
- $426 Million
- Q3 2024
A detailed history of Mattern Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mattern Wealth Management LLC holds 172,446 shares of AVUS stock, worth $16.3 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
172,446
Previous 154,694
11.48%
Holding current value
$16.3 Million
Previous $14 Million
17.61%
% of portfolio
3.85%
Previous 3.47%
Shares
5 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$1.35 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$321 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$287 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio