Northwest Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 2024
A detailed history of Northwest Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 88,851 shares of AVUS stock, worth $8.91 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
88,851
Previous 87,933
1.04%
Holding current value
$8.91 Million
Previous $7.93 Million
6.61%
% of portfolio
2.01%
Previous 2.08%
Shares
16 transactions
Others Institutions Holding AVUS
# of Institutions
414Shares Held
85.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$357 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$311 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$304 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$226 Million9.89% of portfolio