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 $3.27 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
77,507
Previous 89,993
13.87%
Holding current value
$3.27 Million
Previous $3.57 Million
9.09%
% of portfolio
0.21%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding AVIG
# of Institutions
138Shares Held
24.5MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC4.19MShares$177 Million1.48% of portfolio
-
Simplicity Wealth,Llc2.19MShares$92.6 Million4.04% of portfolio
-
Verus Financial Partners, Inc.1.35MShares$57.2 Million5.83% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.21MShares$51.1 Million6.56% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.13MShares$47.7 Million5.04% of portfolio