Spire Wealth Management American Centy ETF Tr Avantis Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 2024
A detailed history of Spire Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Spire Wealth Management holds 925 shares of AVUS stock, worth $91,519. This represents 0.0% of its overall portfolio holdings.
Number of Shares
925
Previous 925
-0.0%
Holding current value
$91,519
Previous $83,000
6.02%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$300 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio