Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 135,245 shares of AVUS stock, worth $14.8 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
135,245
Previous 132,545
2.04%
Holding current value
$14.8 Million
Previous $13.4 Million
10.01%
% of portfolio
0.23%
Previous 0.23%
Shares
19 transactions
Others Institutions Holding AVUS
# of Institutions
516Shares Held
78.8MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$520 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$379 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$246 Million9.89% of portfolio