Traphagen Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Traphagen Investment Advisors LLC
- $764 Million
- Q1 2025
A detailed history of Traphagen Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 1,180,542 shares of AVUS stock, worth $121 Million. This represents 14.28% of its overall portfolio holdings.
Number of Shares
1,180,542
Previous 1,169,356
0.96%
Holding current value
$121 Million
Previous $113 Million
3.78%
% of portfolio
14.28%
Previous 13.03%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
485Shares Held
71.1MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$355 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$313 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$238 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$231 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$220 Million0.08% of portfolio