Ruedi Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 16,511 shares of AVUS stock, worth $1.65 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
16,511
Previous 23,372
29.36%
Holding current value
$1.65 Million
Previous $2.11 Billion
25.47%
% of portfolio
0.54%
Previous 0.83%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
392Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.43 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$338 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$291 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio