Arcadia Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Arcadia Wealth Management, Inc.
- $118 Billion
- Q4 2024
A detailed history of Arcadia Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 236,963 shares of AVUS stock, worth $21.8 Million. This represents 19.52% of its overall portfolio holdings.
Number of Shares
236,963Holding current value
$21.8 Million% of portfolio
19.52%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
459Shares Held
88.4MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$327 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$279 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio