Objective Capital Management, LLC American Centy ETF Tr Avantis Transaction History
Objective Capital Management, LLC
- $147 Million
- Q1 2024
A detailed history of Objective Capital Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Objective Capital Management, LLC holds 2,990 shares of AVUS stock, worth $283,601. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,990
Previous 3,990
25.06%
Holding current value
$283,601
Previous $325,000
17.85%
% of portfolio
0.18%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$289 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$257 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio