Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $719 Million
- Q2 2025
A detailed history of Bsw Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bsw Wealth Partners holds 365,900 shares of AVUS stock, worth $37.9 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
365,900
Previous 342,647
6.79%
Holding current value
$37.9 Million
Previous $31.7 Million
16.55%
% of portfolio
5.13%
Previous 4.85%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
497Shares Held
77MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$386 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$358 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$314 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$267 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$233 Million9.89% of portfolio