Aprio Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Aprio Wealth Management, LLC
- $577 Million
- Q3 2024
A detailed history of Aprio Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 8,520 shares of AVUS stock, worth $843,820. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,520
Previous 8,520
-0.0%
Holding current value
$843,820
Previous $768,000
5.47%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$308 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$301 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio