Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 63,729 shares of AVUS stock, worth $6.35 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
63,729
Previous 51,492
23.76%
Holding current value
$6.35 Million
Previous $4.64 Billion
30.57%
% of portfolio
3.33%
Previous 2.79%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
392Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.43 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$338 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$291 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio