Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $788 Million
- Q3 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 382,514 shares of AVUS stock, worth $41.7 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
382,514
Previous 365,900
4.54%
Holding current value
$41.7 Million
Previous $36.9 Million
12.71%
% of portfolio
5.28%
Previous 5.13%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
522Shares Held
78.1MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio