Beacon Financial Group American Centy ETF Tr Avantis Transaction History
Beacon Financial Group
- $913 Million
- Q3 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 19,283 shares of AVUS stock, worth $1.91 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,283
Previous 19,262
0.11%
Holding current value
$1.91 Million
Previous $1.74 Million
5.58%
% of portfolio
0.2%
Previous 0.2%
Shares
4 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
-
Oak Root LLC Santa Barbara, CA3.04MShares$300 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio