Physician Wealth Solutions Inc. American Centy ETF Tr Avantis Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 2024
A detailed history of Physician Wealth Solutions Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 29,520 shares of AVUS stock, worth $2.88 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
29,520
Previous 30,070
1.83%
Holding current value
$2.88 Million
Previous $2.71 Billion
4.61%
% of portfolio
1.41%
Previous 1.94%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$331 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$303 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$296 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$220 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$166 Million0.05% of portfolio