Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 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 72,487 shares of AVUS stock, worth $6.54 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
72,487
Previous 68,936
5.15%
Holding current value
$6.54 Million
Previous $5.62 Million
15.41%
% of portfolio
0.18%
Previous 0.16%
Shares
13 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$269 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$249 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$234 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$204 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$203 Million1.44% of portfolio