Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 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 2,566 shares of AVUS stock, worth $258,319. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,566
Previous 2,561
0.2%
Holding current value
$258,319
Previous $231 Million
5.71%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
413Shares Held
85.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$313 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio