Collective Family Office LLC American Centy ETF Tr Avantis Transaction History
Collective Family Office LLC
- $364 Million
- Q3 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 18,577 shares of AVUS stock, worth $1.85 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
18,577
Previous 20,535
9.53%
Holding current value
$1.85 Million
Previous $1.85 Million
4.59%
% of portfolio
0.49%
Previous 0.55%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$337 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$309 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$302 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio