Smith & Howard Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Smith & Howard Wealth Management, LLC
- $322 Million
- Q1 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 $278,975. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,066
Previous 3,066
-0.0%
Holding current value
$278,975
Previous $250,000
9.6%
% of portfolio
0.09%
Previous 0.09%
Shares
1 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