Mc Glone Suttner Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $609 Billion
- Q1 2025
A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 476,382 shares of AVUS stock, worth $43.2 Million. This represents 7.22% of its overall portfolio holdings.
Number of Shares
476,382
Previous 469,422
1.48%
Holding current value
$43.2 Million
Previous $45.5 Billion
3.28%
% of portfolio
7.22%
Previous 7.6%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
466Shares Held
68.3MCall 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