Wealth Management Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealth Management Partners, LLC
- $229 Million
- Q4 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 15,468 shares of AVUS stock, worth $1.52 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
15,468
Previous 15,302
1.08%
Holding current value
$1.52 Million
Previous $1.46 Million
3.02%
% of portfolio
0.66%
Previous 0.68%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
456Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.96 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$350 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$317 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$298 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$222 Million9.89% of portfolio