Htg Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Htg Investment Advisors, Inc.
- $269 Billion
- Q2 2025
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 206,552 shares of AVUS stock, worth $22.6 Million. This represents 7.74% of its overall portfolio holdings.
Number of Shares
206,552
Previous 184,099
12.2%
Holding current value
$22.6 Million
Previous $17 Billion
22.45%
% of portfolio
7.74%
Previous 7.09%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$408 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$379 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$282 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$246 Million9.89% of portfolio