Beacon Capital Management, LLC American Centy ETF Tr Avantis Transaction History
Beacon Capital Management, LLC
- $580 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$301 Million36.46% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
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Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio