Fmb Wealth Management American Centy ETF Tr Avantis Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
A detailed history of Fmb Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fmb Wealth Management holds 114,118 shares of AVUS stock, worth $11.1 Million. This represents 8.5% of its overall portfolio holdings.
Number of Shares
114,118
Previous 114,686
0.5%
Holding current value
$11.1 Million
Previous $8.4 Billion
10.76%
% of portfolio
8.5%
Previous 9.02%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
77.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.39 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$329 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$295 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$284 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$219 Million9.89% of portfolio