Continuum Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Continuum Wealth Advisors, LLC
- $157 Million
- Q4 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 321,996 shares of AVUS stock, worth $30 Million. This represents 19.82% of its overall portfolio holdings.
Number of Shares
321,996
Previous 307,701
4.65%
Holding current value
$30 Million
Previous $29.3 Million
6.61%
% of portfolio
19.82%
Previous 18.55%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.86 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$332 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$301 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$283 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$210 Million9.89% of portfolio