Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q2 2025
A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 408,323 shares of AVUS stock, worth $44.2 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
408,323
              Previous 373,629
              
        
           9.29%
        
      
          
        Holding current value
$44.2 Million
            Previous $34.5 Million
            
        
           19.27%
        
      
          
        % of portfolio
2.9%
            Previous 2.85%
          
        Shares
	  8 transactions
	
  Others Institutions Holding AVUS
# of Institutions
515Shares Held
78.6MCall Options Held
0Put Options Held
0- 
    
      Hb Wealth Management, LLC4.76MShares$516 Million3.57% of portfolio
- 
    
      American Century Companies Inc Kansas City, MO3.47MShares$376 Million0.2% of portfolio
- 
    
      Oak Root LLC Santa Barbara, CA3.03MShares$329 Million38.18% of portfolio
- 
    
      Annex Advisory Services, LLC2.62MShares$284 Million8.09% of portfolio
- 
    
      Wipfli Financial Advisors Llc,2.26MShares$245 Million9.89% of portfolio