Financial Advisory Service, Inc. American Centy ETF Tr Avantis Transaction History
Financial Advisory Service, Inc.
- $1.1 Billion
- Q2 2024
A detailed history of Financial Advisory Service, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 152,061 shares of AVUS stock, worth $14.4 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
152,061
Previous 149,184
1.93%
Holding current value
$14.4 Million
Previous $13.4 Million
2.72%
% of portfolio
1.25%
Previous 1.24%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$289 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$257 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio