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 $21.4 Million. This represents 19.52% of its overall portfolio holdings.
Number of Shares
236,963Holding current value
$21.4 Million% of portfolio
19.52%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
465Shares Held
68.2MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$291 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$275 Million37.76% of portfolio
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Annex Advisory Services, LLC2.32MShares$209 Million7.39% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$203 Million9.89% of portfolio
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Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio