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 $15.7 Million. This represents 7.45% of its overall portfolio holdings.
Number of Shares
165,834
Previous 157,088
5.57%
Holding current value
$15.7 Million
Previous $14.2 Billion
11.37%
% of portfolio
7.45%
Previous 7.64%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
389Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$322 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio