Accredited Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Accredited Wealth Management, LLC
- $123 Billion
- Q2 2025
A detailed history of Accredited Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 137,900 shares of AVUS stock, worth $15 Million. This represents 11.27% of its overall portfolio holdings.
Number of Shares
137,900Holding current value
$15 Million% of portfolio
11.27%Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
516Shares Held
78.8MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$520 Million3.57% of portfolio
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American Century Companies Inc Kansas City, MO3.47MShares$379 Million0.2% of portfolio
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Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
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Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$246 Million9.89% of portfolio