Ruedi Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Ruedi Wealth Management, Inc.
- $317 Billion
- Q4 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 16,441 shares of AVUS stock, worth $1.49 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
16,441
Previous 16,511
0.42%
Holding current value
$1.49 Million
Previous $1.57 Billion
1.43%
% of portfolio
0.5%
Previous 0.54%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.81 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$323 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$275 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio