Canvas Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Canvas Wealth Advisors, LLC
- $398 Million
- Q1 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 36,549 shares of AVUS stock, worth $3.31 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
36,549
Previous 41,102
11.08%
Holding current value
$3.31 Million
Previous $3.98 Million
15.26%
% of portfolio
0.85%
Previous 1.02%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
466Shares Held
68.3MCall 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
-
Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio