Continuum Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Continuum Wealth Advisors, LLC
- $155 Million
- Q1 2025
A detailed history of Continuum Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 321,618 shares of AVUS stock, worth $33.5 Million. This represents 19.11% of its overall portfolio holdings.
Number of Shares
321,618
Previous 321,996
0.12%
Holding current value
$33.5 Million
Previous $31.2 Million
4.81%
% of portfolio
19.11%
Previous 19.82%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
493Shares Held
76.7MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$389 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$361 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$316 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$269 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$235 Million9.89% of portfolio