Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $189 Billion
- Q4 2024
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 2,723 shares of AVUS stock, worth $249,944. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,723
Previous 4,585
40.61%
Holding current value
$249,944
Previous $414 Million
36.17%
% of portfolio
0.14%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
87.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$280 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$213 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio