Beacon Financial Group American Centy ETF Tr Avantis Transaction History
Beacon Financial Group
- $886 Million
- Q4 2024
A detailed history of Beacon Financial Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Beacon Financial Group holds 19,291 shares of AVUS stock, worth $1.94 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
19,291
Previous 19,283
0.04%
Holding current value
$1.94 Million
Previous $1.83 Million
1.91%
% of portfolio
0.21%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
411Shares Held
84.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$312 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio