Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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 144,975 shares of AVUS stock, worth $13.5 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
144,975
Previous 156,050
7.1%
Holding current value
$13.5 Million
Previous $14 Million
6.38%
% of portfolio
4.11%
Previous 4.47%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.34 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$284 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$273 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$254 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$211 Million9.89% of portfolio