Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $3.52 Billion
- Q3 2025
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 2,619,704 shares of AVUS stock, worth $289 Million. This represents 8.09% of its overall portfolio holdings.
Number of Shares
2,619,704
Previous 2,585,372
1.33%
Holding current value
$289 Million
Previous $261 Million
9.25%
% of portfolio
8.09%
Previous 8.58%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
515Shares Held
78.6MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$525 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$383 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$334 Million38.18% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$249 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$246 Million0.08% of portfolio