Midwest Heritage Bank, Fsb American Centy ETF Tr Avantis Transaction History
Midwest Heritage Bank, Fsb
- $197 Million
- Q2 2024
A detailed history of Midwest Heritage Bank, Fsb transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 8,273 shares of AVUS stock, worth $780,640. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,273
Previous 8,262
0.13%
Holding current value
$780,640
Previous $739,000
0.95%
% of portfolio
0.38%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.35 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$287 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$276 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$256 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio