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 $756,053. This represents 0.41% of its overall portfolio holdings.
Number of Shares
7,869Holding current value
$756,053% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
392Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.38 Billion0.61% of portfolio
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Annex Advisory Services, LLC3.39MShares$326 Million11.71% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$292 Million36.46% of portfolio
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American Century Companies Inc Kansas City, MO2.92MShares$281 Million0.17% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$217 Million9.89% of portfolio