Integrated Wealth Concepts LLC American Centy ETF Tr Avantis Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 11,076 shares of AVUS stock, worth $1.23 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,076
Previous 11,134
0.52%
Holding current value
$1.23 Million
Previous $1.03 Million
8.56%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
516Shares Held
76.8MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$528 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$396 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$336 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$290 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$256 Million0.08% of portfolio