Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 362,344 shares of AVUS stock, worth $31.8 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
362,344
Previous 349,317
3.73%
Holding current value
$31.8 Million
Previous $33.2 Million
5.67%
% of portfolio
2.48%
Previous 2.24%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
460Shares Held
87.9MCall 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