Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q4 2024
A detailed history of Trace Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 156,955 shares of AVUS stock, worth $14.4 Million. This represents 13.63% of its overall portfolio holdings.
Number of Shares
156,955Holding current value
$14.4 Million% of portfolio
13.63%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
87.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
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Oak Root LLC Santa Barbara, CA3.05MShares$280 Million37.76% of portfolio
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Annex Advisory Services, LLC2.32MShares$213 Million7.39% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio