Gateway Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Gateway Wealth Partners, LLC
- $331 Billion
- Q2 2024
A detailed history of Gateway Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 134,108 shares of AVUS stock, worth $12.7 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
134,108
Previous 112,379
19.34%
Holding current value
$12.7 Million
Previous $10.1 Billion
20.25%
% of portfolio
3.66%
Previous 3.61%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.35 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$276 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$256 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio