Wedmont Private Capital American Centy ETF Tr Avantis Transaction History
Wedmont Private Capital
- $1.88 Billion
- Q4 2024
A detailed history of Wedmont Private Capital transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wedmont Private Capital holds 91,573 shares of AVUS stock, worth $9.27 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
91,573
Previous 91,523
0.05%
Holding current value
$9.27 Million
Previous $8.71 Million
1.93%
% of portfolio
0.47%
Previous 0.5%
Shares
11 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