Sfg Wealth Management, Llc. American Centy ETF Tr Avantis Transaction History
Sfg Wealth Management, Llc.
- $168 Million
- Q2 2024
A detailed history of Sfg Wealth Management, Llc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 71,186 shares of AVUS stock, worth $6.85 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
71,186
Previous 69,173
2.91%
Holding current value
$6.85 Million
Previous $6.19 Million
3.72%
% of portfolio
3.83%
Previous 3.8%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
387Shares Held
76.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.38 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$327 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$293 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$281 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$217 Million9.89% of portfolio