Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q4 2024
A detailed history of Trace Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 156,955 shares of AVUS stock, worth $14.7 Million. This represents 13.63% of its overall portfolio holdings.
Number of Shares
156,955Holding current value
$14.7 Million% of portfolio
13.63%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.86 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$333 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$301 Million0.19% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$283 Million38.32% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$211 Million9.89% of portfolio