Sfg Wealth Management, Llc. American Centy ETF Tr Avantis Transaction History
Sfg Wealth Management, Llc.
- $163 Million
- Q1 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 69,173 shares of AVUS stock, worth $6.29 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
69,173
Previous 73,270
5.59%
Holding current value
$6.29 Million
Previous $5.98 Million
3.6%
% of portfolio
3.8%
Previous 4.1%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$271 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$252 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$236 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$204 Million1.44% of portfolio