Modera Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modera Wealth Management, LLC holds 830,216 shares of AVUS stock, worth $77 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
830,216
Previous 807,616
2.8%
Holding current value
$77 Million
Previous $76.8 Million
4.72%
% of portfolio
0.99%
Previous 0.99%
Shares
14 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.85 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$330 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$299 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$282 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio