Ci Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 2024
A detailed history of Ci Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ci Private Wealth, LLC holds 900,665 shares of AVUS stock, worth $90 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
900,665
Previous 802,624
12.22%
Holding current value
$90 Million
Previous $72.4 Million
18.39%
% of portfolio
0.12%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$339 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$310 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$226 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$170 Million0.05% of portfolio