Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,443 shares of AVUS stock, worth $1.03 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,443Holding current value
$1.03 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
451Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.96 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$350 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$317 Million0.19% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$298 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$222 Million9.89% of portfolio