Prevail Innovative Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Prevail Innovative Wealth Advisors, LLC
- $345 Billion
- Q4 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 17,064 shares of AVUS stock, worth $1.59 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
17,064
Previous 13,532
26.1%
Holding current value
$1.59 Million
Previous $1.29 Billion
28.46%
% of portfolio
0.48%
Previous 0.39%
Shares
5 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