Quantum Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Quantum Financial Advisors, LLC
- $665 Million
- Q4 2025
A detailed history of Quantum Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 1,233,508 shares of AVUS stock, worth $135 Million. This represents 20.24% of its overall portfolio holdings.
Number of Shares
1,233,508
Previous 1,190,992
3.57%
Holding current value
$135 Million
Previous $129 Million
3.94%
% of portfolio
20.24%
Previous 24.75%
Shares
15 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78.8MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA2.91MShares$317 Million39.27% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio