My Personal Cfo, LLC American Centy ETF Tr Avantis Transaction History
My Personal Cfo, LLC
- $206 Million
- Q2 2025
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 138,935 shares of AVUS stock, worth $15.1 Million. This represents 6.81% of its overall portfolio holdings.
Number of Shares
138,935
Previous 138,761
0.13%
Holding current value
$15.1 Million
Previous $12.8 Million
9.28%
% of portfolio
6.81%
Previous 6.85%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77.5MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$407 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$378 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$330 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$282 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$246 Million9.89% of portfolio