Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $676 Million
- Q4 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 346,472 shares of AVUS stock, worth $32.1 Million. This represents 4.97% of its overall portfolio holdings.
Number of Shares
346,472
Previous 331,443
4.53%
Holding current value
$32.1 Million
Previous $31.5 Million
6.49%
% of portfolio
4.97%
Previous 4.77%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.85 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$330 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$299 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$282 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio