Paragon Advisors, LLC American Centy ETF Tr Avantis Transaction History
Paragon Advisors, LLC
- $247 Million
- Q2 2024
A detailed history of Paragon Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Paragon Advisors, LLC holds 7,493 shares of AVUS stock, worth $708,013. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,493
Previous 7,268
3.1%
Holding current value
$708,013
Previous $650,000
3.85%
% of portfolio
0.27%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.35 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$276 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$256 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio