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 121,461 shares of AVSF stock, worth $5.65 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
121,461
Previous 129,113
5.93%
Holding current value
$5.65 Million
Previous $5.96 Billion
3.96%
% of portfolio
0.34%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding AVSF
# of Institutions
54Shares Held
4.88MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.36MShares$63.4 Million7.34% of portfolio
-
Simplicity Wealth,Llc477KShares$22.2 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.3 Million2.03% of portfolio
-
Creative Planning Overland Park, KS323KShares$15 Million0.02% of portfolio
-
Envestnet Asset Management Inc318KShares$14.8 Million0.01% of portfolio