Kwb Wealth American Centy ETF Tr Avantis Transaction History
Kwb Wealth
- $882 Million
- Q3 2025
A detailed history of Kwb Wealth transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kwb Wealth holds 35,990 shares of AVUS stock, worth $3.9 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
35,990
Previous 36,032
0.12%
Holding current value
$3.9 Million
Previous $3.63 Million
7.71%
% of portfolio
0.44%
Previous 0.43%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
511Shares Held
77.6MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$405 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$376 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$329 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.59MShares$280 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$245 Million9.89% of portfolio