Monument Group Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Monument Group Wealth Advisors, LLC
- $166 Billion
- Q3 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 7,786 shares of AVUS stock, worth $750,258. This represents 0.45% of its overall portfolio holdings.
Number of Shares
7,786
Previous 7,786
-0.0%
Holding current value
$750,258
Previous $702 Million
5.5%
% of portfolio
0.45%
Previous 0.47%
Shares
2 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
-
American Century Companies Inc Kansas City, MO3.11MShares$299 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$293 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$217 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$164 Million0.05% of portfolio