Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 11,472 shares of AVUS stock, worth $1.08 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
11,472
Previous 11,528
0.49%
Holding current value
$1.08 Million
Previous $1.03 Million
0.39%
% of portfolio
0.36%
Previous 0.39%
Shares
14 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
76.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.35 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$287 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$276 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$256 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio