Ml & R Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 54,863 shares of AVUS stock, worth $5.45 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
54,863
Previous 85,469
35.81%
Holding current value
$5.45 Million
Previous $6.97 Million
29.55%
% of portfolio
1.13%
Previous 1.58%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$337 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$309 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$302 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio