Private Trust CO Na American Centy ETF Tr Avantis Transaction History
Private Trust CO Na
- $905 Million
- Q2 2024
A detailed history of Private Trust CO Na transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Trust CO Na holds 9,945 shares of AVUS stock, worth $943,183. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,945
Previous 5,252
89.36%
Holding current value
$943,183
Previous $470,000
90.64%
% of portfolio
0.1%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
389Shares Held
76.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$322 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio