Pine Harbor Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 8,891 shares of AVUS stock, worth $898,613. This represents 0.42% of its overall portfolio holdings.
Number of Shares
8,891
Previous 8,781
1.25%
Holding current value
$898,613
Previous $792 Million
6.82%
% of portfolio
0.42%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
411Shares Held
85.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.02 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$360 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$314 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$307 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$228 Million9.89% of portfolio