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 $35.1 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
362,344
Previous 349,317
3.73%
Holding current value
$35.1 Million
Previous $33.2 Million
5.67%
% of portfolio
2.48%
Previous 2.24%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
454Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.93 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$345 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$313 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$294 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$219 Million9.89% of portfolio