Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $2.76 Billion
- Q3 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 3,393,936 shares of AVUS stock, worth $337 Million. This represents 11.71% of its overall portfolio holdings.
Number of Shares
3,393,936
Previous 2,714,281
25.04%
Holding current value
$337 Million
Previous $245 Million
31.92%
% of portfolio
11.71%
Previous 8.98%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO3.11MShares$309 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$302 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.63MShares$162 Million0.23% of portfolio