Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 14,359 shares of AVUS stock, worth $1.43 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
14,359
Previous 14,351
0.06%
Holding current value
$1.43 Million
Previous $1.29 Billion
5.56%
% of portfolio
0.89%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$337 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$309 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$302 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio