Wealth Management Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealth Management Partners, LLC
- $194 Million
- Q1 2024
A detailed history of Wealth Management Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Management Partners, LLC holds 15,074 shares of AVUS stock, worth $1.37 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
15,074
Previous 13,935
8.17%
Holding current value
$1.37 Million
Previous $1.14 Million
18.75%
% of portfolio
0.69%
Previous 0.64%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$270 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$251 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$235 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$204 Million1.44% of portfolio