Ariadne Wealth Management, LP American Centy ETF Tr Avantis Transaction History
Ariadne Wealth Management, LP
- $219 Billion
- Q4 2024
A detailed history of Ariadne Wealth Management, LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 66,808 shares of AVUS stock, worth $5.86 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
66,808
Previous 68,519
2.5%
Holding current value
$5.86 Million
Previous $6.83 Billion
1.75%
% of portfolio
3.07%
Previous 3.72%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
464Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.75 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$284 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$268 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$204 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$198 Million9.89% of portfolio