Monument Group Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Monument Group Wealth Advisors, LLC
- $159 Billion
- Q2 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 $807,797. This represents 0.49% of its overall portfolio holdings.
Number of Shares
7,786
Previous 7,786
-0.0%
Holding current value
$807,797
Previous $719 Million
9.14%
% of portfolio
0.49%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
498Shares Held
77.5MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$388 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$359 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$315 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$268 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$234 Million9.89% of portfolio