Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 2025
A detailed history of Lakeridge Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 79,632 shares of AVUS stock, worth $7.22 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
79,632
Previous 79,720
0.11%
Holding current value
$7.22 Million
Previous $7.73 Billion
4.8%
% of portfolio
3.68%
Previous 3.99%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
469Shares Held
68.4MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$195 Million0.08% of portfolio