Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 185,753 shares of AVSF stock, worth $8.66 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
185,753
Previous 176,453
5.27%
Holding current value
$8.66 Million
Previous $8.32 Million
3.05%
% of portfolio
2.84%
Previous 2.39%
Shares
4 transactions
Others Institutions Holding AVSF
# of Institutions
64Shares Held
7.18MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$122 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.43MShares$66.6 Million7.36% of portfolio
-
Envestnet Asset Management Inc371KShares$17.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS343KShares$16 Million0.02% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA288KShares$13.4 Million1.38% of portfolio