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 $129 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
$129 Million
Previous $112 Million
15.8%
% of portfolio
24.75%
Previous 24.04%
Shares
14 transactions
Others Institutions Holding AVUS
# of Institutions
511Shares Held
77.6MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$405 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$376 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$329 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$284 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$245 Million9.89% of portfolio