Cliftonlarsonallen Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
478Shares Held
71.2MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$338 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$297 Million37.76% of portfolio
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Annex Advisory Services, LLC2.32MShares$226 Million7.39% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$220 Million9.89% of portfolio
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Lpl Financial LLC Fort Mill, SC2.15MShares$210 Million0.08% of portfolio