Trajan Wealth LLC American Centy ETF Tr Avantis Transaction History
Trajan Wealth LLC
- $1.7 Trillion
- Q3 2024
A detailed history of Trajan Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trajan Wealth LLC holds 162,803 shares of AVUS stock, worth $16.5 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
162,803
Previous 163,839
0.63%
Holding current value
$16.5 Million
Previous $14.8 Billion
4.83%
% of portfolio
0.91%
Previous 0.95%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
410Shares Held
64.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.56MShares$361 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$314 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$307 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$228 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$172 Million0.05% of portfolio