Quantum Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Quantum Financial Advisors, LLC
- $523 Million
- Q3 2025
A detailed history of Quantum Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 1,190,992 shares of AVUS stock, worth $130 Million. This represents 24.75% of its overall portfolio holdings.
Number of Shares
1,190,992
Previous 1,108,916
7.4%
Holding current value
$130 Million
Previous $112 Million
15.8%
% of portfolio
24.75%
Previous 24.04%
Shares
14 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78.1MCall 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