Ruedi Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 23,372 shares of AVUS stock, worth $2.23 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
23,372
Previous 27,100
13.76%
Holding current value
$2.23 Million
Previous $2.43 Billion
13.09%
% of portfolio
0.83%
Previous 1.02%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
76.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$290 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$279 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$259 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$215 Million9.89% of portfolio