Smith & Howard Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Smith & Howard Wealth Management, LLC
- $353 Million
- Q4 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 $301,387. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,066
Previous 3,066
-0.0%
Holding current value
$301,387
Previous $291,000
2.06%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
456Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.96 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$350 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$317 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$298 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$222 Million9.89% of portfolio