Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 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 20,307 shares of AVUS stock, worth $2.11 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
20,307
Previous 1,573
1190.97%
Holding current value
$2.11 Million
Previous $145 Million
1308.92%
% of portfolio
0.68%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
496Shares Held
76.7MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$388 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$359 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$315 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$268 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$234 Million9.89% of portfolio