Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 380,314 shares of AVUS stock, worth $35.3 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
380,314
Previous 396,107
3.99%
Holding current value
$35.3 Million
Previous $35.5 Billion
3.25%
% of portfolio
4.18%
Previous 4.58%
Shares
11 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