Capital Group Private Client Services, Inc. American Centy ETF Tr Avantis Transaction History
Capital Group Private Client Services, Inc.
- $9.6 Billion
- Q2 2024
A detailed history of Capital Group Private Client Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 56,517 shares of AVUS stock, worth $5.34 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
56,517
Previous 56,331
0.33%
Holding current value
$5.34 Million
Previous $5.04 Million
1.11%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.35 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$276 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$256 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio