Bcr Wealth Strategies, LLC American Centy ETF Tr Avantis Transaction History
Bcr Wealth Strategies, LLC
- $212 Million
- Q3 2024
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 652,631 shares of AVUS stock, worth $64.6 Million. This represents 29.31% of its overall portfolio holdings.
Number of Shares
652,631
Previous 633,842
2.96%
Holding current value
$64.6 Million
Previous $57.2 Million
8.63%
% of portfolio
29.31%
Previous 37.2%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
404Shares Held
64MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.56MShares$353 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$301 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio