Capital Group Private Client Services, Inc. American Centy ETF Tr Avantis Transaction History
Capital Group Private Client Services, Inc.
- $10.2 Billion
- Q4 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 56,905 shares of AVUS stock, worth $5.59 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
56,905
Previous 56,711
0.34%
Holding current value
$5.59 Million
Previous $5.4 Million
2.21%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
456Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.96 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$350 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$317 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$298 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$222 Million9.89% of portfolio