Cap Partners, LLC American Centy ETF Tr Avantis Transaction History
Cap Partners, LLC
- $123 Billion
- Q2 2024
A detailed history of Cap Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cap Partners, LLC holds 82,937 shares of AVSC stock, worth $4.4 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
82,937
Previous 75,276
10.18%
Holding current value
$4.4 Million
Previous $3.94 Billion
5.02%
% of portfolio
3.36%
Previous 3.48%
Shares
3 transactions
Others Institutions Holding AVSC
# of Institutions
107Shares Held
19.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc10.6MShares$565 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.33MShares$177 Million10.28% of portfolio
-
Northwestern Mutual Wealth Management CO733KShares$39 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp505KShares$26.8 Million1.64% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA505KShares$26.8 Million7.19% of portfolio