Htg Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Htg Investment Advisors, Inc.
- $219 Billion
- Q4 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 166,942 shares of AVUS stock, worth $14.7 Million. This represents 7.4% of its overall portfolio holdings.
Number of Shares
166,942
Previous 165,834
0.67%
Holding current value
$14.7 Million
Previous $15.8 Billion
2.55%
% of portfolio
7.4%
Previous 7.45%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
464Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.75 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$284 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$268 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$204 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$198 Million9.89% of portfolio