Private Wealth Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 1,954 shares of AVUS stock, worth $213,943. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,954
Previous 1,954
-0.0%
Holding current value
$213,943
Previous $181 Million
9.14%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77.5MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$409 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$380 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$332 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$283 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$247 Million9.89% of portfolio