Trajan Wealth LLC American Centy ETF Tr Avantis Transaction History
Trajan Wealth LLC
- $1.48 Trillion
- Q1 2024
A detailed history of Trajan Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trajan Wealth LLC holds 136,013 shares of AVSF stock, worth $6.29 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
136,013Holding current value
$6.29 Million% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding AVSF
# of Institutions
53Shares Held
3.71MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.33MShares$61.3 Million7.21% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA323KShares$14.9 Million1.47% of portfolio
-
Creative Planning Overland Park, KS304KShares$14 Million0.02% of portfolio
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Envestnet Asset Management Inc289KShares$13.3 Million0.01% of portfolio
-
Mattern Wealth Management LLC148KShares$6.86 Million1.72% of portfolio