Align Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Align Wealth Management, LLC holds 7,869 shares of AVUS stock, worth $758,256. This represents 0.41% of its overall portfolio holdings.
Number of Shares
7,869Holding current value
$758,256% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
403Shares Held
63.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$327 Million11.71% of portfolio
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American Century Companies Inc Kansas City, MO3.11MShares$299 Million0.18% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$293 Million36.46% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$217 Million9.89% of portfolio
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Envestnet Asset Management Inc1.7MShares$164 Million0.05% of portfolio