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 $25.8 Million. This represents 9.41% of its overall portfolio holdings.
Number of Shares
284,491
Previous 273,440
4.04%
Holding current value
$25.8 Million
Previous $26.5 Million
1.48%
% of portfolio
9.41%
Previous 9.18%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
472Shares Held
70.9MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$314 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$195 Million0.08% of portfolio