My Personal Cfo, LLC American Centy ETF Tr Avantis Transaction History
My Personal Cfo, LLC
- $172 Million
- Q3 2024
A detailed history of My Personal Cfo, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, My Personal Cfo, LLC holds 128,159 shares of AVUS stock, worth $12.7 Million. This represents 7.11% of its overall portfolio holdings.
Number of Shares
128,159
Previous 109,329
17.22%
Holding current value
$12.7 Million
Previous $9.86 Million
23.67%
% of portfolio
7.11%
Previous 5.62%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$337 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$309 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$302 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio