Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $2.96 Billion
- Q4 2024
A detailed history of Annex Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Annex Advisory Services, LLC holds 3,563,572 shares of AVUS stock, worth $350 Million. This represents 11.68% of its overall portfolio holdings.
Number of Shares
3,563,572
Previous 3,393,936
5.0%
Holding current value
$350 Million
Previous $323 Million
6.96%
% of portfolio
11.68%
Previous 11.71%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
451Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.96 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$317 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$298 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$222 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.73MShares$170 Million0.06% of portfolio