Ever Source Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,346 shares of AVUS stock, worth $121,974. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,346
Previous 50,733
97.35%
Holding current value
$121,974
Previous $4.54 Million
97.36%
% of portfolio
0.01%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$270 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$251 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$235 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$204 Million1.44% of portfolio