Strategic Financial Concepts, LLC American Centy ETF Tr Avantis Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
A detailed history of Strategic Financial Concepts, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 263,783 shares of AVUS stock, worth $27.8 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
263,783
Previous 247,614
6.53%
Holding current value
$27.8 Million
Previous $22.9 Billion
16.26%
% of portfolio
3.74%
Previous 4.29%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
501Shares Held
76.9MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$393 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$366 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$319 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$272 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$238 Million9.89% of portfolio