Financial Symmetry Inc American Centy ETF Tr Avantis Transaction History
Financial Symmetry Inc
- $129 Billion
- Q2 2024
A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 63,253 shares of AVUS stock, worth $5.91 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
63,253
Previous 63,790
0.84%
Holding current value
$5.91 Million
Previous $5.71 Billion
0.08%
% of portfolio
4.44%
Previous 5.0%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.34 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$284 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$273 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$254 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$211 Million9.89% of portfolio