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 $2.64 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
30,176
Previous 28,933
4.3%
Holding current value
$2.64 Million
Previous $2.75 Billion
6.25%
% of portfolio
0.13%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
460Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.75 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$283 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$267 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$203 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$198 Million9.89% of portfolio