Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $231 Billion
- Q2 2024
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 1,476 shares of AVUS stock, worth $136,913. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,476
Previous 1,465
0.75%
Holding current value
$136,913
Previous $131 Million
1.53%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.33 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$282 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$271 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$252 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio