Lantern Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lantern Wealth Advisors, LLC
- $144 Billion
- Q3 2024
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 94,949 shares of AVUS stock, worth $9.26 Million. This represents 6.26% of its overall portfolio holdings.
Number of Shares
94,949
Previous 94,379
0.6%
Holding current value
$9.26 Million
Previous $8.51 Billion
6.14%
% of portfolio
6.26%
Previous 6.17%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$331 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$303 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$296 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$220 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$166 Million0.05% of portfolio