Wheelhouse Advisory Group LLC American Centy ETF Tr Avantis Transaction History
Wheelhouse Advisory Group LLC
- $175 Billion
- Q1 2025
A detailed history of Wheelhouse Advisory Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 127,421 shares of AVSC stock, worth $5.91 Million. This represents 6.34% of its overall portfolio holdings.
Number of Shares
127,421
Previous 118,185
7.81%
Holding current value
$5.91 Million
Previous $11.4 Billion
2.64%
% of portfolio
6.34%
Previous 6.77%
Shares
6 transactions
Others Institutions Holding AVSC
# of Institutions
147Shares Held
35.8MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO11.5MShares$533 Million1.54% of portfolio
-
Envestnet Asset Management Inc11.5MShares$532 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.42MShares$159 Million9.99% of portfolio
-
Northwestern Mutual Wealth Management CO965KShares$44.8 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp585KShares$27.1 Million1.85% of portfolio