Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $653 Million
- Q1 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 342,647 shares of AVUS stock, worth $31.1 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
342,647
Previous 346,472
1.1%
Holding current value
$31.1 Million
Previous $33.6 Million
5.75%
% of portfolio
4.85%
Previous 4.97%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
469Shares Held
68.4MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$195 Million0.08% of portfolio