Alpha Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Alpha Financial Advisors, LLC
- $208 Billion
- Q2 2024
A detailed history of Alpha Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 4,929 shares of AVUS stock, worth $457,214. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,929
Previous 5,065
2.69%
Holding current value
$457,214
Previous $453 Million
1.93%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.33 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$282 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$271 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$252 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio