Financial Symmetry Inc American Centy ETF Tr Avantis Transaction History
Financial Symmetry Inc
- $148 Billion
- Q4 2024
A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 52,962 shares of AVUS stock, worth $5.24 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
52,962
Previous 64,834
18.31%
Holding current value
$5.24 Million
Previous $6.17 Billion
16.78%
% of portfolio
3.48%
Previous 4.31%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
450Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.98 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$353 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$320 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$301 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio