Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
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 30,188 shares of AVUS stock, worth $3.27 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
30,188
Previous 30,418
0.76%
Holding current value
$3.27 Million
Previous $2.81 Billion
11.89%
% of portfolio
0.12%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
514Shares Held
78.8MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$516 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$376 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$329 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$284 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$245 Million9.89% of portfolio