Accredited Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
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 132,537 shares of AVUS stock, worth $12 Million. This represents 11.24% of its overall portfolio holdings.
Number of Shares
132,537Holding current value
$12 Million% of portfolio
11.24%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
465Shares Held
68.3MCall 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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Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio