Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 11,371 shares of AVUS stock, worth $998,146. This represents 0.36% of its overall portfolio holdings.
Number of Shares
11,371
Previous 11,490
1.04%
Holding current value
$998,146
Previous $1.09 Million
1.19%
% of portfolio
0.36%
Previous 0.38%
Shares
16 transactions
Others Institutions Holding AVUS
# of Institutions
464Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.75 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$284 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$268 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$204 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$198 Million9.89% of portfolio