Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 2024
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 51,492 shares of AVUS stock, worth $4.78 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
51,492
Previous 45,000
14.43%
Holding current value
$4.78 Million
Previous $4.03 Billion
15.31%
% of portfolio
2.79%
Previous 2.61%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.33 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$282 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$271 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$252 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio