Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Trace Wealth Advisors, LLC
- $134 Billion
- Q3 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 164,420 shares of AVUS stock, worth $17.9 Million. This represents 13.36% of its overall portfolio holdings.
Number of Shares
164,420
Previous 160,770
2.27%
Holding current value
$17.9 Million
Previous $16.2 Billion
10.26%
% of portfolio
13.36%
Previous 13.24%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
522Shares Held
78.1MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio