Arista Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Arista Wealth Management, LLC
- $380 Billion
- Q2 2024
A detailed history of Arista Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arista Wealth Management, LLC holds 2,270 shares of AVUS stock, worth $206,570. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,270
Previous 2,270
-0.0%
Holding current value
$206,570
Previous $203 Million
0.77%
% of portfolio
0.05%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
380Shares Held
75.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.3 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$277 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$266 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$247 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio