Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $190 Billion
- Q1 2025
A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 68,621 shares of AVSC stock, worth $3.71 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
68,621
Previous 69,161
0.78%
Holding current value
$3.71 Million
Previous $3.76 Billion
11.66%
% of portfolio
1.75%
Previous 1.99%
Shares
6 transactions
Others Institutions Holding AVSC
# of Institutions
151Shares Held
37.7MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO12.6MShares$683 Million1.42% of portfolio
-
Envestnet Asset Management Inc11.5MShares$620 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.42MShares$185 Million9.99% of portfolio
-
Northwestern Mutual Wealth Management CO965KShares$52.2 Million0.04% of portfolio
-
Wealth Management Nebraska Norfolk, NE689KShares$37.3 Million9.14% of portfolio