Annapolis Financial Services, LLC American Centy ETF Tr Avantis Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 4,992 shares of AVUS stock, worth $502,544. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,992
Previous 4,992
-0.0%
Holding current value
$502,544
Previous $450,000
5.33%
% of portfolio
0.15%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
414Shares Held
85.6MCall 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$313 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio