Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 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 30,418 shares of AVUS stock, worth $3.17 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
30,418
Previous 30,176
0.8%
Holding current value
$3.17 Million
Previous $2.93 Billion
3.93%
% of portfolio
0.12%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
493Shares Held
76.7MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$389 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$361 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$316 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$269 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$235 Million9.89% of portfolio