Bcr Wealth Strategies, LLC American Centy ETF Tr Avantis Transaction History
Bcr Wealth Strategies, LLC
- $258 Million
- Q2 2025
A detailed history of Bcr Wealth Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 669,524 shares of AVUS stock, worth $72.3 Million. This represents 26.13% of its overall portfolio holdings.
Number of Shares
669,524
Previous 648,829
3.19%
Holding current value
$72.3 Million
Previous $59.9 Million
12.62%
% of portfolio
26.13%
Previous 26.32%
Shares
15 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$403 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$375 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$327 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$279 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$244 Million9.89% of portfolio