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 $8.24 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
79,632
Previous 79,720
0.11%
Holding current value
$8.24 Million
Previous $7.73 Billion
4.8%
% of portfolio
3.68%
Previous 3.99%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
496Shares Held
76.7MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$386 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$358 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$314 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$267 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$233 Million9.89% of portfolio