Ariadne Wealth Management, LP American Centy ETF Tr Avantis Transaction History
Ariadne Wealth Management, LP
- $209 Billion
- Q2 2025
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 63,935 shares of AVUS stock, worth $6.98 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
63,935
Previous 65,644
2.6%
Holding current value
$6.98 Million
Previous $6.09 Billion
10.91%
% of portfolio
3.23%
Previous 3.18%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$408 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$379 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$282 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$246 Million9.89% of portfolio