Elwood & Goetz Wealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $412 Million
- Q1 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 461,731 shares of AVSC stock, worth $22.7 Million. This represents 5.87% of its overall portfolio holdings.
Number of Shares
461,731
Previous 442,179
4.42%
Holding current value
$22.7 Million
Previous $22.6 Million
7.08%
% of portfolio
5.87%
Previous 4.77%
Shares
5 transactions
Others Institutions Holding AVSC
# of Institutions
92Shares Held
17.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.54MShares$468 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.27MShares$161 Million11.85% of portfolio
-
Northwestern Mutual Wealth Management CO654KShares$32.1 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp454KShares$22.3 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC234KShares$11.5 Million0.01% of portfolio