Diversified Portfolios, Inc. American Centy ETF Tr Avantis Transaction History
Diversified Portfolios, Inc.
- $844 Million
- Q4 2024
A detailed history of Diversified Portfolios, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 5,805 shares of AVUS stock, worth $584,215. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,805
Previous 5,805
-0.0%
Holding current value
$584,215
Previous $552,000
1.81%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
411Shares Held
84.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$312 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio