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 $689,639. This represents 0.41% of its overall portfolio holdings.
Number of Shares
7,869Holding current value
$689,639% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.75 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$283 Million0.19% of portfolio
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Oak Root LLC Santa Barbara, CA3.05MShares$267 Million37.76% of portfolio
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Annex Advisory Services, LLC2.32MShares$203 Million7.39% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$198 Million9.89% of portfolio