Highland Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Highland Financial Advisors, LLC
- $277 Million
- Q1 2025
A detailed history of Highland Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 284,491 shares of AVUS stock, worth $26.1 Million. This represents 9.41% of its overall portfolio holdings.
Number of Shares
284,491
Previous 273,440
4.04%
Holding current value
$26.1 Million
Previous $26.5 Million
1.48%
% of portfolio
9.41%
Previous 9.18%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
88.5MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$327 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$280 Million37.76% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio