Summit X, LLC American Centy ETF Tr Avantis Transaction History
Summit X, LLC
- $437 Million
- Q4 2024
A detailed history of Summit X, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit X, LLC holds 58,750 shares of AVUS stock, worth $5.45 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
58,750
Previous 46,504
26.33%
Holding current value
$5.45 Million
Previous $4.42 Million
28.71%
% of portfolio
1.3%
Previous 1.05%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.85 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$330 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$299 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$282 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$209 Million9.89% of portfolio