Ehrlich Financial Group American Centy ETF Tr Avantis Transaction History
Ehrlich Financial Group
- $140 Billion
- Q3 2024
A detailed history of Ehrlich Financial Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ehrlich Financial Group holds 92,632 shares of AVUS stock, worth $9.33 Million. This represents 6.29% of its overall portfolio holdings.
Number of Shares
92,632
Previous 84,727
9.33%
Holding current value
$9.33 Million
Previous $7.64 Billion
15.34%
% of portfolio
6.29%
Previous 6.03%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$342 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$313 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$171 Million0.05% of portfolio