Summit Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 73,741 shares of AVUS stock, worth $7.35 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
73,741
Previous 54,412
35.52%
Holding current value
$7.35 Million
Previous $4.91 Billion
42.98%
% of portfolio
1.35%
Previous 1.02%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
396Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.43 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$338 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$291 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio