Concord Wealth Partners American Centy ETF Tr Avantis Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
465Shares Held
68.3MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio