Lantern Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lantern Wealth Advisors, LLC
- $138 Billion
- Q2 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 94,379 shares of AVUS stock, worth $8.95 Million. This represents 6.17% of its overall portfolio holdings.
Number of Shares
94,379
Previous 96,955
2.66%
Holding current value
$8.95 Million
Previous $8.68 Billion
1.91%
% of portfolio
6.17%
Previous 6.1%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
389Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$322 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio