Cliftonlarsonallen Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
413Shares Held
85.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
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Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
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American Century Companies Inc Kansas City, MO3.11MShares$313 Million0.18% of portfolio
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Oak Root LLC Santa Barbara, CA3.04MShares$306 Million38.32% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio