Spire Wealth Management American Centy ETF Tr Avantis Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 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 $93,092. This represents 0.0% of its overall portfolio holdings.
Number of Shares
925
Previous 925
-0.0%
Holding current value
$93,092
Previous $88,000
1.14%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
409Shares Held
64.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$312 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio