Magnolia Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Magnolia Private Wealth, LLC
- $121 Billion
- Q1 2025
A detailed history of Magnolia Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 72,373 shares of AVUS stock, worth $6.56 Million. This represents 5.51% of its overall portfolio holdings.
Number of Shares
72,373
Previous 61,386
17.9%
Holding current value
$6.56 Million
Previous $5.95 Billion
12.36%
% of portfolio
5.51%
Previous 5.11%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
464Shares Held
68.2MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio