Continuum Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Continuum Wealth Advisors, LLC
- $189 Million
- Q2 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 345,910 shares of AVUS stock, worth $32.8 Million. This represents 16.54% of its overall portfolio holdings.
Number of Shares
345,910
Previous 321,616
7.55%
Holding current value
$32.8 Million
Previous $28.8 Million
8.38%
% of portfolio
16.54%
Previous 16.45%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$289 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$257 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio