Porter White Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Porter White Investment Advisors, Inc.
- $233 Billion
- Q3 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 11,888 shares of AVUS stock, worth $1.31 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
11,888
Previous 11,888
-0.0%
Holding current value
$1.31 Million
Previous $1.2 Billion
7.82%
% of portfolio
0.55%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
515Shares Held
78.6MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$525 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$383 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$334 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$289 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$249 Million9.89% of portfolio