Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $2.75 Billion
- Q1 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 2,589,189 shares of AVUS stock, worth $234 Million. This represents 8.44% of its overall portfolio holdings.
Number of Shares
2,589,189
Previous 1,548,660
67.19%
Holding current value
$234 Million
Previous $126 Million
83.49%
% of portfolio
8.44%
Previous 5.34%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$269 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$249 Million0.16% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$204 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$203 Million1.44% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.73MShares$156 Million0.25% of portfolio