Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 637 shares of AVUS stock, worth $68,751. This represents 0.0% of its overall portfolio holdings.
Number of Shares
637
Previous 6,219
89.76%
Holding current value
$68,751
Previous $574,000
88.85%
% of portfolio
0.0%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$403 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$375 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$327 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$279 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$244 Million9.89% of portfolio