Align Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Align Wealth Management, LLC holds 7,869 shares of AVUS stock, worth $767,148. This represents 0.41% of its overall portfolio holdings.
Number of Shares
7,869Holding current value
$767,148% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$331 Million11.71% of portfolio
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American Century Companies Inc Kansas City, MO3.11MShares$303 Million0.18% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$296 Million36.46% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$220 Million9.89% of portfolio
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Envestnet Asset Management Inc1.7MShares$166 Million0.05% of portfolio