Strategic Financial Concepts, LLC American Centy ETF Tr Avantis Transaction History
Strategic Financial Concepts, LLC
- $533 Billion
- Q1 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 247,614 shares of AVUS stock, worth $25.8 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
247,614
Previous 216,890
14.17%
Holding current value
$25.8 Million
Previous $21 Billion
8.81%
% of portfolio
4.29%
Previous 4.03%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
493Shares Held
76.7MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$389 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$361 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$316 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$269 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$235 Million9.89% of portfolio