Curio Wealth, LLC American Centy ETF Tr Avantis Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Curio Wealth, LLC holds 47,808 shares of AVUS stock, worth $4.78 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

47,808

Holding current value

$4.78 Million

% of portfolio

2.49%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$94.36 - $102.06 $4.51 Million - $4.88 Million	47,808 New	47,808 $4.63 Billion

Others Institutions Holding AVUS

# of Institutions

422

Shares Held

85.9M

Call Options Held

Put Options Held

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$1.99 Billion
3.83% of portfolio
Annex Advisory Services, LLC

3.56M
Shares

$356 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.23M
Shares

$323 Million
0.19% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$303 Million
38.32% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$225 Million
9.89% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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