Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 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 63,729 shares of AVUS stock, worth $6.42 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
63,729
Previous 51,492
23.76%
Holding current value
$6.42 Million
Previous $4.64 Billion
30.57%
% of portfolio
3.33%
Previous 2.79%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$342 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$313 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$171 Million0.05% of portfolio