Wheelhouse Advisory Group LLC American Centy ETF Tr Avantis Transaction History
Wheelhouse Advisory Group LLC
- $155 Billion
- Q3 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 112,749 shares of AVSC stock, worth $6.09 Million. This represents 6.96% of its overall portfolio holdings.
Number of Shares
112,749
Previous 106,092
6.27%
Holding current value
$6.09 Million
Previous $9.5 Billion
13.82%
% of portfolio
6.96%
Previous 6.69%
Shares
4 transactions
Others Institutions Holding AVSC
# of Institutions
112Shares Held
20.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc10.6MShares$574 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.33MShares$180 Million10.28% of portfolio
-
Northwestern Mutual Wealth Management CO733KShares$39.6 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$29.2 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp505KShares$27.3 Million1.64% of portfolio