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 $1.15 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
11,371
Previous 11,490
1.04%
Holding current value
$1.15 Million
Previous $1.09 Million
1.19%
% of portfolio
0.36%
Previous 0.38%
Shares
16 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