Wealth Management Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealth Management Partners, LLC
- $253 Million
- Q2 2025
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 14,260 shares of AVUS stock, worth $1.5 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
14,260
Previous 12,264
16.28%
Holding current value
$1.5 Million
Previous $1.13 Million
27.73%
% of portfolio
0.57%
Previous 0.53%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
501Shares Held
76.9MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$393 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$366 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$319 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$272 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$238 Million9.89% of portfolio