Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,560 shares of AVUS stock, worth $234,982. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,560
Previous 2,566
0.23%
Holding current value
$234,982
Previous $244 Million
1.64%
% of portfolio
0.19%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
88.5MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$280 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$213 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio