Leo Wealth, LLC American Centy ETF Tr Avantis Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Leo Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Leo Wealth, LLC holds 419,713 shares of AVUS stock, worth $41.9 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
419,713
Previous 405,680
3.46%
Holding current value
$41.9 Million
Previous $36.6 Billion
9.14%
% of portfolio
3.65%
Previous 3.73%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$338 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$310 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$170 Million0.05% of portfolio