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 $114 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
$114 Million
Previous $94 Million
19.0%
% of portfolio
24.04%
Previous 22.57%
Shares
13 transactions
Others Institutions Holding AVUS
# of Institutions
485Shares Held
71.4MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$355 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$313 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.59MShares$265 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$231 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$220 Million0.08% of portfolio