Dbk Financial Counsel, LLC American Centy ETF Tr Avantis Transaction History
Dbk Financial Counsel, LLC
- $90.1 Million
- Q2 2024
A detailed history of Dbk Financial Counsel, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dbk Financial Counsel, LLC holds 7,367 shares of AVUS stock, worth $696,107. This represents 0.74% of its overall portfolio holdings.
Number of Shares
7,367
Previous 7,310
0.78%
Holding current value
$696,107
Previous $654,000
1.53%
% of portfolio
0.74%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.35 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$276 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$256 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio