Monument Group Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Monument Group Wealth Advisors, LLC
- $149 Billion
- Q2 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 7,786 shares of AVUS stock, worth $742,317. This represents 0.47% of its overall portfolio holdings.
Number of Shares
7,786
Previous 7,786
-0.0%
Holding current value
$742,317
Previous $697 Million
0.77%
% of portfolio
0.47%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
76.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$290 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$279 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$259 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$215 Million9.89% of portfolio