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 $4.99 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
54,863
Previous 85,469
35.81%
Holding current value
$4.99 Million
Previous $6.97 Million
29.55%
% of portfolio
1.13%
Previous 1.58%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$271 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$252 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$236 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$204 Million1.44% of portfolio