Prevail Innovative Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Prevail Innovative Wealth Advisors, LLC
- $345 Billion
- Q4 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 17,064 shares of AVUS stock, worth $1.48 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
17,064
Previous 13,532
26.1%
Holding current value
$1.48 Million
Previous $1.29 Billion
28.46%
% of portfolio
0.48%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
460Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.73 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$279 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$264 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$201 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$195 Million9.89% of portfolio