Monument Group Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Monument Group Wealth Advisors, LLC
- $144 Billion
- Q1 2025
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 $758,979. This represents 0.5% of its overall portfolio holdings.
Number of Shares
7,786
Previous 7,786
-0.0%
Holding current value
$758,979
Previous $755 Million
4.69%
% of portfolio
0.5%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
478Shares Held
71.2MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$338 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$297 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$226 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$220 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$210 Million0.08% of portfolio