Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $3.04 Billion
- Q2 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 2,585,372 shares of AVUS stock, worth $265 Million. This represents 8.58% of its overall portfolio holdings.
Number of Shares
2,585,372
Previous 2,319,087
11.48%
Holding current value
$265 Million
Previous $213 Million
22.45%
% of portfolio
8.58%
Previous 7.39%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
490Shares Held
75.6MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$383 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$355 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$311 Million37.87% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$231 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$220 Million0.08% of portfolio