Mc Glone Suttner Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $599 Billion
- Q4 2024
A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 469,422 shares of AVUS stock, worth $47.1 Million. This represents 7.6% of its overall portfolio holdings.
Number of Shares
469,422
Previous 345,642
35.81%
Holding current value
$47.1 Million
Previous $32.9 Billion
38.35%
% of portfolio
7.6%
Previous 6.84%
Shares
5 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