Modera Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
A detailed history of Modera Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modera Wealth Management, LLC holds 751,705 shares of AVUS stock, worth $68.3 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
751,705
Previous 710,877
5.74%
Holding current value
$68.3 Million
Previous $58 Million
16.05%
% of portfolio
1.03%
Previous 0.96%
Shares
11 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$251 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$235 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$204 Million1.44% of portfolio