Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
A detailed history of Rockwood Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 387,744 shares of AVUS stock, worth $37 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
387,744
Previous 361,981
7.12%
Holding current value
$37 Million
Previous $35.1 Billion
1.94%
% of portfolio
3.65%
Previous 3.79%
Shares
14 transactions
Others Institutions Holding AVUS
# of Institutions
476Shares Held
71.3MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$331 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$291 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$221 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$215 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$205 Million0.08% of portfolio