United Capital Financial Advisers, LLC American Centy ETF Tr Avantis Transaction History
United Capital Financial Advisers, LLC
- $11.5 Billion
- Q2 2024
A detailed history of United Capital Financial Advisers, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 14,306 shares of AVUS stock, worth $1.43 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,306
Previous 14,306
-0.0%
Holding current value
$1.43 Million
Previous $1.28 Million
0.78%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
392Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.43 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$338 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$291 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio