Quantum Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Quantum Financial Advisors, LLC
- $465 Million
- Q2 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 1,108,916 shares of AVUS stock, worth $115 Million. This represents 24.04% of its overall portfolio holdings.
Number of Shares
1,108,916
Previous 1,023,555
8.34%
Holding current value
$115 Million
Previous $94 Million
19.0%
% of portfolio
24.04%
Previous 22.57%
Shares
13 transactions
Others Institutions Holding AVUS
# of Institutions
497Shares Held
77MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$386 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$358 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$314 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$267 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$233 Million9.89% of portfolio