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 150,382 shares of AVUS stock, worth $13.2 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
150,382
Previous 146,818
2.43%
Holding current value
$13.2 Million
Previous $14 Million
4.35%
% of portfolio
4.84%
Previous 4.02%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
87.8MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.75 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$283 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$267 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$203 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$198 Million9.89% of portfolio