Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 176,453 shares of AVSF stock, worth $8.17 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
176,453
Previous 166,757
5.81%
Holding current value
$8.17 Million
Previous $7.7 Million
8.01%
% of portfolio
2.39%
Previous 2.42%
Shares
3 transactions
Others Institutions Holding AVSF
# of Institutions
53Shares Held
4.92MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64.4 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$22.1 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.2 Million2.03% of portfolio
-
Envestnet Asset Management Inc353KShares$16.4 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$15 Million0.02% of portfolio