Ci Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 2024
A detailed history of Ci Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ci Private Wealth, LLC holds 900,665 shares of AVUS stock, worth $90.3 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
900,665
Previous 802,624
12.22%
Holding current value
$90.3 Million
Previous $72.4 Million
18.39%
% of portfolio
0.12%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
414Shares Held
85.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$357 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$311 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$304 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$226 Million9.89% of portfolio