Coldstream Capital Management Inc American Centy ETF Tr Avantis Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
457Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.85 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$330 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$299 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$281 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio