Kwb Wealth American Centy ETF Tr Avantis Transaction History
Kwb Wealth
- $785 Million
- Q1 2025
A detailed history of Kwb Wealth transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kwb Wealth holds 34,654 shares of AVUS stock, worth $3.18 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
34,654
Previous 35,838
3.3%
Holding current value
$3.18 Million
Previous $3.47 Million
8.44%
% of portfolio
0.41%
Previous 0.44%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
87.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$280 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$213 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio