Collective Family Office LLC American Centy ETF Tr Avantis Transaction History
Collective Family Office LLC
- $360 Million
- Q4 2024
A detailed history of Collective Family Office LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Collective Family Office LLC holds 19,690 shares of AVUS stock, worth $1.99 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
19,690
Previous 18,577
5.99%
Holding current value
$1.99 Million
Previous $1.77 Million
7.98%
% of portfolio
0.53%
Previous 0.49%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
411Shares Held
84.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.02 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$360 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$314 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$307 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$228 Million9.89% of portfolio