Caliber Wealth Management, LLC / Ks American Centy ETF Tr Avantis Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 402,926 shares of AVUS stock, worth $41.4 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
402,926Holding current value
$41.4 Million% of portfolio
5.08%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
491Shares Held
76.4MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$384 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$356 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$312 Million37.87% of portfolio
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Annex Advisory Services, LLC2.59MShares$266 Million8.58% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$232 Million9.89% of portfolio