Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 30,176 shares of AVUS stock, worth $2.81 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
30,176
Previous 28,933
4.3%
Holding current value
$2.81 Million
Previous $2.75 Billion
6.25%
% of portfolio
0.13%
Previous 0.14%
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$1.86 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$332 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$301 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$283 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$210 Million9.89% of portfolio