Wealthsource Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthsource Partners, LLC holds 77,507 shares of AVIG stock, worth $3.2 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
77,507
Previous 89,993
13.87%
Holding current value
$3.2 Million
Previous $3.57 Million
9.09%
% of portfolio
0.21%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding AVIG
# of Institutions
91Shares Held
12.9MCall Options Held
0Put Options Held
0-
Hill Investment Group Partners, LLC St. Louis, MO1.51MShares$62.1 Million8.77% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.25MShares$51.5 Million5.05% of portfolio
-
Verus Financial Partners, Inc.1.13MShares$46.5 Million5.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL955KShares$39.4 Million0.06% of portfolio
-
Ae Wealth Management LLC638KShares$26.3 Million0.33% of portfolio