Aprio Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Aprio Wealth Management, LLC
- $514 Million
- Q2 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 $812,296. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,520
Previous 8,633
1.31%
Holding current value
$812,296
Previous $772,000
0.52%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
76.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$290 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$279 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$259 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$215 Million9.89% of portfolio