Brio Consultants, LLC American Centy ETF Tr Avantis Transaction History
Brio Consultants, LLC
- $605 Million
- Q2 2024
A detailed history of Brio Consultants, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Brio Consultants, LLC holds 85,546 shares of AVUS stock, worth $8.07 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
85,546
Previous 86,474
1.07%
Holding current value
$8.07 Million
Previous $7.74 Million
0.31%
% of portfolio
1.28%
Previous 1.31%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.35 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$287 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$276 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$256 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio