Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 1,544 shares of AVUS stock, worth $156,052. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,544
Previous 1,544
-0.0%
Holding current value
$156,052
Previous $147 Million
1.87%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
444Shares Held
87.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.02 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$360 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$326 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$307 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$228 Million9.89% of portfolio