Angeles Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Angeles Wealth Management, LLC
- $1.06 Billion
- Q2 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 14,976 shares of AVUS stock, worth $1.41 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
14,976
Previous 19,750
24.17%
Holding current value
$1.41 Million
Previous $1.77 Million
23.6%
% of portfolio
0.13%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.35 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$287 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$276 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$256 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio