Certified Advisory Corp American Centy ETF Tr Avantis Transaction History
Certified Advisory Corp
- $882 Million
- Q3 2024
A detailed history of Certified Advisory Corp transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Certified Advisory Corp holds 27,830 shares of AVUS stock, worth $2.83 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
27,830
Previous 29,674
6.21%
Holding current value
$2.83 Million
Previous $2.68 Million
1.05%
% of portfolio
0.3%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$345 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$316 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$309 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$230 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$173 Million0.05% of portfolio