Capital Investment Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Capital Investment Advisory Services, LLC
- $916 Million
- Q2 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 10,995 shares of AVUS stock, worth $1.02 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,995
Previous 15,711
30.02%
Holding current value
$1.02 Million
Previous $1.41 Million
29.52%
% of portfolio
0.11%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.33 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$282 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$271 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$252 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio