Canvas Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Canvas Wealth Advisors, LLC
- $355 Million
- Q3 2024
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 70,166 shares of AVUS stock, worth $6.98 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
70,166
Previous 64,244
9.22%
Holding current value
$6.98 Million
Previous $5.79 Million
15.22%
% of portfolio
1.88%
Previous 1.79%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$337 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$309 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$302 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio