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 $6.19 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
66,808
Previous 68,519
2.5%
Holding current value
$6.19 Million
Previous $6.83 Billion
1.75%
% of portfolio
3.07%
Previous 3.72%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
457Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.85 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$330 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$299 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$281 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio