Correct Capital Wealth Management American Centy ETF Tr Avantis Transaction History
Correct Capital Wealth Management
- $325 Million
- Q2 2024
A detailed history of Correct Capital Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Correct Capital Wealth Management holds 5,141 shares of AVUS stock, worth $495,386. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,141
Previous 2,873
78.94%
Holding current value
$495,386
Previous $257,000
80.16%
% of portfolio
0.14%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
403Shares Held
63.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$327 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$299 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$293 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$217 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$164 Million0.05% of portfolio