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 $361 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
$361 Million
Previous $323 Million
6.96%
% of portfolio
11.68%
Previous 11.71%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
410Shares Held
64.3MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO3.11MShares$314 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$307 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$228 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$172 Million0.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.63MShares$165 Million0.23% of portfolio