Worth Pointe, LLC American Centy ETF Tr Avantis Transaction History
Worth Pointe, LLC
- $235 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding AVSF
# of Institutions
60Shares Held
7.29MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$121 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.43MShares$66.1 Million7.36% of portfolio
-
Envestnet Asset Management Inc353KShares$16.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$14.9 Million0.02% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA288KShares$13.3 Million1.38% of portfolio