Arq Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Arq Wealth Advisors, LLC
- $223 Million
- Q2 2024
A detailed history of Arq Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 132,623 shares of AVUS stock, worth $12.6 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
132,623
Previous 119,577
10.91%
Holding current value
$12.6 Million
Previous $10.7 Million
11.76%
% of portfolio
5.35%
Previous 4.8%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$289 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$257 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio