Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 2,561 shares of AVUS stock, worth $242,885. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,561
Previous 2,711
5.53%
Holding current value
$242,885
Previous $243 Million
4.8%
% of portfolio
0.19%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
389Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$322 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio