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 129,113 shares of AVSF stock, worth $6.09 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
129,113
Previous 136,013
5.07%
Holding current value
$6.09 Million
Previous $6.29 Billion
5.3%
% of portfolio
0.38%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding AVSF
# of Institutions
57Shares Held
3.97MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.36MShares$64.4 Million7.34% of portfolio
-
Envestnet Asset Management Inc318KShares$15 Million0.01% of portfolio
-
Creative Planning Overland Park, KS315KShares$14.9 Million0.02% of portfolio
-
Wr Wealth Planners, LLC Columbia, MO167KShares$7.87 Million2.42% of portfolio
-
Mattern Wealth Management LLC157KShares$7.41 Million1.8% of portfolio