Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
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 18,751 shares of AVUS stock, worth $1.7 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
18,751
Previous 14,522
29.12%
Holding current value
$1.7 Million
Previous $1.41 Billion
23.06%
% of portfolio
1.04%
Previous 0.88%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
469Shares Held
68.4MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio