Vance Wealth, Inc. American Centy ETF Tr Avantis Transaction History

Vance Wealth, Inc.

$287 Million
Q2 2025

A detailed history of Vance Wealth, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vance Wealth, Inc. holds 2,376 shares of AVUS stock, worth $260,148. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,376

Holding current value

$260,148

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$81.38 - $100.82 $193,358 - $239,548	2,376 New	2,376 $239,000

Others Institutions Holding AVUS

# of Institutions

507

Shares Held

77.6M

Call Options Held

Put Options Held

Hb Wealth Management, LLC

3.74M
Shares

$409 Million
3.07% of portfolio
American Century Companies Inc Kansas City, MO

3.47M
Shares

$380 Million
0.2% of portfolio
Oak Root LLC Santa Barbara, CA

3.03M
Shares

$332 Million
37.87% of portfolio
Annex Advisory Services, LLC

2.59M
Shares

$283 Million
8.58% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$247 Million
9.89% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

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