Lantern Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lantern Wealth Advisors, LLC
- $168 Billion
- Q2 2025
A detailed history of Lantern Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 88,731 shares of AVUS stock, worth $9.65 Million. This represents 5.33% of its overall portfolio holdings.
Number of Shares
88,731
Previous 84,068
5.55%
Holding current value
$9.65 Million
Previous $8.15 Billion
9.78%
% of portfolio
5.33%
Previous 5.29%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$406 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$378 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$330 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$281 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$245 Million9.89% of portfolio