Traphagen Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Traphagen Investment Advisors LLC
- $820 Million
- Q2 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 1,215,138 shares of AVUS stock, worth $126 Million. This represents 14.95% of its overall portfolio holdings.
Number of Shares
1,215,138
Previous 1,180,542
2.93%
Holding current value
$126 Million
Previous $109 Million
12.33%
% of portfolio
14.95%
Previous 14.28%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
496Shares Held
76.7MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$386 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$358 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$314 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$267 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$233 Million9.89% of portfolio