Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
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 124,477 shares of AVUS stock, worth $11.2 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
124,477
Previous 121,229
2.68%
Holding current value
$11.2 Million
Previous $11.5 Million
4.6%
% of portfolio
0.25%
Previous 0.26%
Shares
16 transactions
Others Institutions Holding AVUS
# of Institutions
465Shares Held
68.2MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$291 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$275 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$209 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$203 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.73MShares$156 Million0.06% of portfolio