Kwb Wealth American Centy ETF Tr Avantis Transaction History

Kwb Wealth

$806 Million
Q3 2024

A detailed history of Kwb Wealth transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kwb Wealth holds 6,052 shares of AVIG stock, worth $252,852. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,052

Holding current value

$252,852

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	BUY	$40.41 - $42.73 $244,561 - $258,601	6,052 New	6,052 $257,000

Others Institutions Holding AVIG

# of Institutions

Shares Held

19.6M

Call Options Held

Put Options Held

Strategic Financial Concepts, LLC San Antonio, TX

4.79M
Shares

$200 Million
0.18% of portfolio
Ci Private Wealth, LLC Miami, FL

1.34M
Shares

$56.2 Million
0.1% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

1.3M
Shares

$54.4 Million
7.22% of portfolio
Pacific Life Fund Advisors LLC Newport Beach, CA

1.21M
Shares

$50.5 Million
4.92% of portfolio
Verus Financial Partners, Inc.

1.2M
Shares

$50.3 Million
5.73% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIG
Sector ETFs
Industry ETFs

More about AVIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.

Account