Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $170 Million
- Q1 2025
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 $464,297. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,123
Previous 5,123
-0.0%
Holding current value
$464,297
Previous $497,000
4.83%
% of portfolio
0.28%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
464Shares Held
68.2MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio