Element Wealth, LLC American Centy ETF Tr Avantis Transaction History

Element Wealth, LLC

$209 Million
Q2 2025

A detailed history of Element Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Element Wealth, LLC holds 3,731 shares of AVUS stock, worth $404,291. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,731

Holding current value

$404,291

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$81.38 - $100.82 $303,628 - $376,159	3,731 New	3,731 $376,000

Others Institutions Holding AVUS

# of Institutions

515

Shares Held

78.8M

Call Options Held

Put Options Held

Hb Wealth Management, LLC

4.76M
Shares

$516 Million
3.57% of portfolio
American Century Companies Inc Kansas City, MO

3.47M
Shares

$376 Million
0.2% of portfolio
Oak Root LLC Santa Barbara, CA

3.03M
Shares

$329 Million
38.18% of portfolio
Annex Advisory Services, LLC

2.62M
Shares

$284 Million
8.09% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$245 Million
9.89% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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