Cornerstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 60,608 shares of AVUS stock, worth $6.12 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
60,608
Previous 53,470
13.35%
Holding current value
$6.12 Million
Previous $5.09 Million
15.47%
% of portfolio
0.41%
Previous 0.37%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
450Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$360 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$326 Million0.19% 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