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 166,757 shares of AVSF stock, worth $7.86 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
166,757
Previous 167,400
0.38%
Holding current value
$7.86 Million
Previous $7.75 Million
0.62%
% of portfolio
2.42%
Previous 2.48%
Shares
2 transactions
Others Institutions Holding AVSF
# of Institutions
57Shares Held
3.97MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.36MShares$64.3 Million7.34% of portfolio
-
Envestnet Asset Management Inc318KShares$15 Million0.01% of portfolio
-
Creative Planning Overland Park, KS315KShares$14.8 Million0.02% of portfolio
-
Mattern Wealth Management LLC157KShares$7.4 Million1.8% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA143KShares$6.76 Million0.66% of portfolio