Trajan Wealth LLC American Centy ETF Tr Avantis Transaction History
Trajan Wealth LLC
- $1.81 Trillion
- Q4 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 154,425 shares of AVUS stock, worth $15.6 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
154,425
Previous 162,803
5.15%
Holding current value
$15.6 Million
Previous $15.5 Billion
3.37%
% of portfolio
0.83%
Previous 0.91%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
450Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$360 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$326 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$307 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$228 Million9.89% of portfolio