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 $336 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
$336 Million
Previous $245 Million 31.92%
% of portfolio
11.71%
Previous 8.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$86.27 - $95.15 $58.6 Million - $64.7 Million
679,655 Added 25.04%
3,393,936 $323 Million
Q2 2024

Jul 12, 2024
BUY
$84.59 - $90.63 $10.6 Million - $11.3 Million
125,092 Added 4.83%
2,714,281 $245 Million
Q1 2024

Apr 12, 2024
BUY
$79.93 - $89.5 $83.2 Million - $93.1 Million
1,040,529 Added 67.19%
2,589,189 $232 Million
Q4 2023

Feb 13, 2024
BUY
$69.78 - $82.0 $108 Million - $127 Million
1,548,660 New
1,548,660 $126 Million

Others Institutions Holding AVUS

# of Institutions
399
Shares Held
63M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email