Buckingham Strategic Wealth, LLC American Centy ETF Tr Avantis Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 336,405 shares of AVUS stock, worth $33.3 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
336,405
Previous 331,887
1.36%
Holding current value
$33.3 Million
Previous $29.7 Million
2.14%
% of portfolio
0.34%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
404Shares Held
64MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.56MShares$353 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$301 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio