Arcadia Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Arcadia Wealth Management, Inc.
- $147 Billion
- Q2 2025
A detailed history of Arcadia Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 295,806 shares of AVUS stock, worth $31.2 Million. This represents 20.32% of its overall portfolio holdings.
Number of Shares
295,806
Previous 266,415
11.03%
Holding current value
$31.2 Million
Previous $24.6 Billion
21.18%
% of portfolio
20.32%
Previous 19.19%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
503Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$393 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$366 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$319 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$272 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$238 Million9.89% of portfolio