Global Retirement Partners, LLC American Centy ETF Tr Avantis Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
A detailed history of Global Retirement Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Global Retirement Partners, LLC holds 244 shares of AVUS stock, worth $24,165. This represents 0.0% of its overall portfolio holdings.
Number of Shares
244
Previous 244
-0.0%
Holding current value
$24,165
Previous $22,000
4.55%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$308 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$301 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio