Householder Group Estate & Retirement Specialist, LLC American Centy ETF Tr Avantis Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $343 Million
- Q3 2024
A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 6,534 shares of AVUS stock, worth $651,635. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,534
Previous 6,177
5.78%
Holding current value
$651,635
Previous $557,000
11.49%
% of portfolio
0.18%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$338 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$310 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$170 Million0.05% of portfolio