Vista Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Vista Wealth Management Group, LLC
- $1.32 Billion
- Q2 2024
A detailed history of Vista Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,390,802 shares of AVUS stock, worth $127 Million. This represents 9.51% of its overall portfolio holdings.
Number of Shares
1,390,802
Previous 1,333,417
4.3%
Holding current value
$127 Million
Previous $119 Million
5.11%
% of portfolio
9.51%
Previous 9.39%
Shares
17 transactions
Others Institutions Holding AVUS
# of Institutions
380Shares Held
75.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.3 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$277 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$266 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$247 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio