Twin Peaks Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 4 shares of AVUS stock, worth $436. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$436

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$81.38 - $100.82 $325 - $403	4 New	4 $420,000

Others Institutions Holding AVUS

# of Institutions

506

Shares Held

77.1M

Call Options Held

Put Options Held

Hb Wealth Management, LLC

3.74M
Shares

$408 Million
3.07% of portfolio
American Century Companies Inc Kansas City, MO

3.47M
Shares

$379 Million
0.2% of portfolio
Oak Root LLC Santa Barbara, CA

3.03M
Shares

$331 Million
37.87% of portfolio
Annex Advisory Services, LLC

2.59M
Shares

$282 Million
8.58% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$246 Million
9.89% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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Twin Peaks Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History