Monument Group Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Monument Group Wealth Advisors, LLC
- $166 Billion
- Q3 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 7,786 shares of AVUS stock, worth $762,327. This represents 0.45% of its overall portfolio holdings.
Number of Shares
7,786
Previous 7,786
-0.0%
Holding current value
$762,327
Previous $702 Million
5.5%
% of portfolio
0.45%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$332 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$304 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$297 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$221 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$167 Million0.05% of portfolio