Trajan Wealth LLC American Centy ETF Tr Avantis Transaction History
Trajan Wealth LLC
- $1.56 Trillion
- Q2 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 163,839 shares of AVUS stock, worth $15.5 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
163,839
Previous 165,869
1.22%
Holding current value
$15.5 Million
Previous $14.8 Billion
0.46%
% of portfolio
0.95%
Previous 1.0%
Shares
2 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$289 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$257 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio