Cap Partners, LLC American Centy ETF Tr Avantis Transaction History
Cap Partners, LLC
- $134 Billion
- Q3 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 86,370 shares of AVSC stock, worth $4.7 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
86,370
Previous 82,937
4.14%
Holding current value
$4.7 Million
Previous $4.14 Billion
12.71%
% of portfolio
3.49%
Previous 3.36%
Shares
4 transactions
Others Institutions Holding AVSC
# of Institutions
127Shares Held
22.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$651 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$182 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$44 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$29.4 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$29.2 Million1.78% of portfolio