Andrews, Lucia Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Andrews, Lucia Wealth Management LLC
- $166 Million
- Q3 2025
A detailed history of Andrews, Lucia Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 7,447 shares of AVUS stock, worth $806,956. This represents 0.49% of its overall portfolio holdings.
Number of Shares
7,447Holding current value
$806,956% of portfolio
0.49%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
513Shares Held
77.4MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$405 Million3.07% of portfolio
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American Century Companies Inc Kansas City, MO3.47MShares$376 Million0.2% of portfolio
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Oak Root LLC Santa Barbara, CA3.03MShares$329 Million38.18% of portfolio
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Annex Advisory Services, LLC2.62MShares$284 Million8.09% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$245 Million9.89% of portfolio