Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Trace Wealth Advisors, LLC
- $122 Billion
- Q2 2025
A detailed history of Trace Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 160,770 shares of AVUS stock, worth $17.6 Million. This represents 13.24% of its overall portfolio holdings.
Number of Shares
160,770
Previous 165,800
3.03%
Holding current value
$17.6 Million
Previous $15.3 Billion
5.83%
% of portfolio
13.24%
Previous 13.65%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
507Shares Held
77.6MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$409 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$380 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$332 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$283 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$247 Million9.89% of portfolio