Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $1.14 Trillion
- Q2 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 595,701 shares of AVUS stock, worth $62.7 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
595,701
Previous 387,744
53.63%
Holding current value
$62.7 Million
Previous $35.8 Billion
67.67%
% of portfolio
5.28%
Previous 3.65%
Shares
15 transactions
Others Institutions Holding AVUS
# of Institutions
503Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$393 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$366 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$319 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$272 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$238 Million9.89% of portfolio