Elwood & Goetz Wealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $493 Million
- Q3 2025
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 592,476 shares of AVSC stock, worth $34 Million. This represents 6.88% of its overall portfolio holdings.
Number of Shares
592,476
Previous 560,988
5.61%
Holding current value
$34 Million
Previous $28.9 Million
17.27%
% of portfolio
6.88%
Previous 6.31%
Shares
11 transactions
Others Institutions Holding AVSC
# of Institutions
176Shares Held
40.9MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO13.7MShares$787 Million1.47% of portfolio
-
Envestnet Asset Management Inc12.6MShares$722 Million0.2% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.52MShares$201 Million9.88% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$60.5 Million0.04% of portfolio
-
Wealth Management Nebraska Norfolk, NE828KShares$47.4 Million10.21% of portfolio