Caliber Wealth Management, LLC / Ks American Centy ETF Tr Avantis Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 402,926 shares of AVUS stock, worth $36.5 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
402,926Holding current value
$36.5 Million% of portfolio
5.08%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
469Shares Held
69.5MCall 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
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Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
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Lpl Financial LLC Fort Mill, SC2.15MShares$195 Million0.08% of portfolio