Arcadia Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Arcadia Wealth Management, Inc.
- $128 Billion
- Q1 2025
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 266,415 shares of AVUS stock, worth $26 Million. This represents 19.19% of its overall portfolio holdings.
Number of Shares
266,415
Previous 236,963
12.43%
Holding current value
$26 Million
Previous $23 Billion
7.15%
% of portfolio
19.19%
Previous 19.52%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
478Shares Held
71.2MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$338 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$297 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$226 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$220 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$210 Million0.08% of portfolio