Steward Partners Investment Advisory, LLC American Centy ETF Tr Avantis Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 8,840 shares of AVUS stock, worth $863,049. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,840
Previous 30,178
70.71%
Holding current value
$863,049
Previous $2.72 Million
69.09%
% of portfolio
0.01%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
401Shares Held
63.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$331 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$303 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$296 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$220 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$166 Million0.05% of portfolio