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 $514,562. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,141
Previous 2,873
78.94%
Holding current value
$514,562
Previous $257,000
80.16%
% of portfolio
0.14%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
396Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.43 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$340 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$304 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$293 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$226 Million9.89% of portfolio