Elwood & Goetz Wealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $408 Million
- Q4 2024
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 564,006 shares of AVSC stock, worth $29.3 Million. This represents 7.51% of its overall portfolio holdings.
Number of Shares
564,006
Previous 540,001
4.45%
Holding current value
$29.3 Million
Previous $29.2 Million
5.1%
% of portfolio
7.51%
Previous 7.25%
Shares
8 transactions
Others Institutions Holding AVSC
# of Institutions
160Shares Held
36.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12.3MShares$640 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO11.5MShares$596 Million1.54% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.36MShares$175 Million10.71% of portfolio
-
Northwestern Mutual Wealth Management CO841KShares$43.7 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp566KShares$29.4 Million1.91% of portfolio