Ariadne Wealth Management, LP American Centy ETF Tr Avantis Transaction History
Ariadne Wealth Management, LP
- $184 Billion
- Q3 2024
A detailed history of Ariadne Wealth Management, LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 68,519 shares of AVUS stock, worth $6.63 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
68,519
Previous 68,583
0.09%
Holding current value
$6.63 Million
Previous $6.19 Billion
10.42%
% of portfolio
3.72%
Previous 4.78%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$329 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$301 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$294 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$219 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$165 Million0.05% of portfolio