Synergy Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
A detailed history of Synergy Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Synergy Asset Management, LLC holds 2,763 shares of AVUS stock, worth $304,676. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,763Holding current value
$304,676% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
514Shares Held
78.6MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$525 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$383 Million0.2% of portfolio
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Oak Root LLC Santa Barbara, CA3.03MShares$334 Million38.18% of portfolio
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Annex Advisory Services, LLC2.62MShares$289 Million8.09% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$249 Million9.89% of portfolio