Evanson Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Evanson Asset Management, LLC
- $1.35 Billion
- Q3 2024
A detailed history of Evanson Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Evanson Asset Management, LLC holds 10,262 shares of AVUS stock, worth $973,248. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,262
Previous 10,318
0.54%
Holding current value
$973,248
Previous $930,000
4.95%
% of portfolio
0.07%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
389Shares Held
76.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$322 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio