O'Shaughnessy Asset Management, LLC American Centy ETF Tr Avantis Transaction History
O'Shaughnessy Asset Management, LLC
- $11.5 Billion
- Q4 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 1,967 shares of AVUS stock, worth $172,663. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,967
Previous 1,967
-0.0%
Holding current value
$172,663
Previous $187,000
1.6%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
464Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.75 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$284 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$268 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$204 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$198 Million9.89% of portfolio