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 $705,645. This represents 0.5% of its overall portfolio holdings.
Number of Shares
7,786
Previous 7,786
-0.0%
Holding current value
$705,645
Previous $755 Million
4.69%
% of portfolio
0.5%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
464Shares Held
68.2MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio