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 $859,373. This represents 0.41% of its overall portfolio holdings.
Number of Shares
7,869Holding current value
$859,373% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$408 Million3.07% of portfolio
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American Century Companies Inc Kansas City, MO3.47MShares$379 Million0.2% of portfolio
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Oak Root LLC Santa Barbara, CA3.03MShares$331 Million37.87% of portfolio
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Annex Advisory Services, LLC2.59MShares$282 Million8.58% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$246 Million9.89% of portfolio