Sfg Wealth Management, Llc. American Centy ETF Tr Avantis Transaction History
Sfg Wealth Management, Llc.
- $181 Million
- Q3 2024
A detailed history of Sfg Wealth Management, Llc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 71,143 shares of AVUS stock, worth $7.1 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
71,143
Previous 71,186
0.06%
Holding current value
$7.1 Million
Previous $6.42 Million
5.44%
% of portfolio
3.73%
Previous 3.83%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$338 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$310 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$170 Million0.05% of portfolio