Avantax Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 77,021 shares of AVUS stock, worth $7.54 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
77,021
Previous 76,957
0.08%
Holding current value
$7.54 Million
Previous $6.94 Million
5.59%
% of portfolio
0.05%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$332 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$304 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$297 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$221 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$167 Million0.05% of portfolio