Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $606 Million
- Q2 2024
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 311,012 shares of AVUS stock, worth $28.8 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
311,012
Previous 212,215
46.56%
Holding current value
$28.8 Million
Previous $19 Million
47.69%
% of portfolio
4.63%
Previous 3.23%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.33 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$282 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$271 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$252 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio