Elwood & Goetz Wealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $458 Million
- Q2 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 560,988 shares of AVSC stock, worth $31.1 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
560,988
Previous 555,480
0.99%
Holding current value
$31.1 Million
Previous $26.9 Million
7.61%
% of portfolio
6.31%
Previous 6.59%
Shares
10 transactions
Others Institutions Holding AVSC
# of Institutions
162Shares Held
40.7MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO13.7MShares$761 Million1.47% of portfolio
-
Envestnet Asset Management Inc12.6MShares$698 Million0.2% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.52MShares$195 Million9.88% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$58.5 Million0.04% of portfolio
-
Wealth Management Nebraska Norfolk, NE828KShares$45.9 Million10.21% of portfolio