Htg Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Htg Investment Advisors, Inc.
- $212 Billion
- Q3 2024
A detailed history of Htg Investment Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 165,834 shares of AVUS stock, worth $16.7 Million. This represents 7.45% of its overall portfolio holdings.
Number of Shares
165,834
Previous 157,088
5.57%
Holding current value
$16.7 Million
Previous $14.2 Billion
11.37%
% of portfolio
7.45%
Previous 7.64%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$342 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$313 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$171 Million0.05% of portfolio