Smith & Howard Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Smith & Howard Wealth Management, LLC
- $354 Million
- Q3 2024
A detailed history of Smith & Howard Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 3,066 shares of AVUS stock, worth $305,772. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,066
Previous 3,066
-0.0%
Holding current value
$305,772
Previous $276,000
5.43%
% of portfolio
0.08%
Previous 0.08%
Shares
1 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