Continuum Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Continuum Wealth Advisors, LLC
- $175 Million
- Q1 2024
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 321,616 shares of AVUS stock, worth $29 Million. This represents 16.45% of its overall portfolio holdings.
Number of Shares
321,616
Previous 273,333
17.66%
Holding current value
$29 Million
Previous $22.3 Million
29.13%
% of portfolio
16.45%
Previous 14.5%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$269 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$249 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$234 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$204 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$203 Million1.44% of portfolio