Balance Wealth, LLC American Centy ETF Tr Avantis Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balance Wealth, LLC holds 3,262 shares of AVUS stock, worth $294,134. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,262

Holding current value

$294,134

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$90.7 - $101.57 $295,863 - $331,321	3,262 New	3,262 $301 Million

Others Institutions Holding AVUS

# of Institutions

464

Shares Held

87.9M

Call Options Held

Put Options Held

100

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$1.8 Billion
3.83% of portfolio
American Century Companies Inc Kansas City, MO

3.23M
Shares

$291 Million
0.19% of portfolio
Oak Root LLC Santa Barbara, CA

3.05M
Shares

$275 Million
37.76% of portfolio
Annex Advisory Services, LLC

2.32M
Shares

$209 Million
7.39% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$203 Million
9.89% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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