Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 5,123 shares of AVUS stock, worth $509,277. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,123Holding current value
$509,277% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$337 Million11.71% of portfolio
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American Century Companies Inc Kansas City, MO3.11MShares$309 Million0.18% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$302 Million36.46% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
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Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio