Evoke Wealth, LLC American Centy ETF Tr Avantis Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Evoke Wealth, LLC holds 2,551 shares of AVUS stock, worth $259,003. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,551

Holding current value

$259,003

% of portfolio

0.01%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$86.27 - $95.15 $220,074 - $242,727	2,551 New	2,551 $243 Million
Q4 2023 Feb 12, 2024	BUY	$69.78 - $82.0 $178,008 - $209,182	2,551 New	2,551 $208,000
Q3 2022 Nov 07, 2022	BUY	$62.35 - $74.13 $129,625 - $154,116	2,079 New	2,079 $130,000

Others Institutions Holding AVUS

# of Institutions

399

Shares Held

63M

Call Options Held

Put Options Held

Annex Advisory Services, LLC

3.39M
Shares

$345 Million
11.71% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$315 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$308 Million
36.46% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$229 Million
9.89% of portfolio
Envestnet Asset Management Inc

1.7M
Shares

$173 Million
0.05% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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