Angeles Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Angeles Wealth Management, LLC
- $1.21 Billion
- Q4 2024
A detailed history of Angeles Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 11,588 shares of AVUS stock, worth $1.17 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,588
Previous 11,790
1.71%
Holding current value
$1.17 Million
Previous $1.12 Million
0.18%
% of portfolio
0.09%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
411Shares Held
84.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$312 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio