Heirloom Wealth Management American Centy ETF Tr Avantis Transaction History
Heirloom Wealth Management
- $392 Million
- Q3 2025
A detailed history of Heirloom Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heirloom Wealth Management holds 72,753 shares of AVUS stock, worth $7.94 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
72,753Holding current value
$7.94 Million% of portfolio
2.02%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
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American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
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Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
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Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
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Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio