Prevail Innovative Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Prevail Innovative Wealth Advisors, LLC
- $328 Billion
- Q3 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 13,532 shares of AVUS stock, worth $1.35 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
13,532
Previous 25,270
46.45%
Holding current value
$1.35 Million
Previous $2.28 Billion
43.5%
% of portfolio
0.39%
Previous 0.81%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$337 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$309 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$302 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio