Pine Harbor Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Pine Harbor Wealth Management, LLC
- $248 Billion
- Q4 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 8,891 shares of AVUS stock, worth $844,200. This represents 0.35% of its overall portfolio holdings.
Number of Shares
8,891
Previous 8,891
-0.0%
Holding current value
$844,200
Previous $846 Million
1.87%
% of portfolio
0.35%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
456Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.89 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$338 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$307 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio