Dynamic Advisor Solutions LLC American Centy ETF Tr Avantis Transaction History
Dynamic Advisor Solutions LLC
- $3.12 Billion
- Q2 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 6,302 shares of AVUS stock, worth $597,744. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,302
Previous 5,289
19.15%
Holding current value
$597,744
Previous $473,000
20.08%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$289 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$257 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio