Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $363 Billion
- Q3 2025
A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 20,707 shares of AVUS stock, worth $2.26 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
20,707
Previous 20,307
1.97%
Holding current value
$2.26 Million
Previous $2.05 Billion
9.94%
% of portfolio
0.62%
Previous 0.68%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
522Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio