Strategic Financial Concepts, LLC American Centy ETF Tr Avantis Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 19,954,274 shares of AVUS stock, worth $2.01 Billion. This represents 3.83% of its overall portfolio holdings.
Number of Shares
19,954,274
Previous 170,269
11619.26%
Holding current value
$2.01 Billion
Previous $16.2 Billion
29.76%
% of portfolio
3.83%
Previous 5.16%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
411Shares Held
84.5MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$312 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$171 Million0.05% of portfolio