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 $15.2 Million. This represents 11.27% of its overall portfolio holdings.
Number of Shares
137,900Holding current value
$15.2 Million% of portfolio
11.27%Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
515Shares Held
78.6MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$525 Million3.57% of portfolio
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American Century Companies Inc Kansas City, MO3.47MShares$383 Million0.2% of portfolio
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Oak Root LLC Santa Barbara, CA3.03MShares$334 Million38.18% of portfolio
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Annex Advisory Services, LLC2.62MShares$289 Million8.09% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$249 Million9.89% of portfolio