Waterfront Wealth Inc. American Centy ETF Tr Avantis Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
A detailed history of Waterfront Wealth Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waterfront Wealth Inc. holds 14,512 shares of AVUS stock, worth $1.27 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
14,512
Previous 14,512
-0.0%
Holding current value
$1.27 Million
Previous $1.38 Million
1.88%
% of portfolio
0.36%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
87.8MCall 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$283 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$267 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$203 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$198 Million9.89% of portfolio