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 $3.21 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
77,507
Previous 89,993
13.87%
Holding current value
$3.21 Million
Previous $3.57 Million
9.09%
% of portfolio
0.21%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding AVIG
# of Institutions
133Shares Held
24.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC3.74MShares$155 Million1.48% of portfolio
-
Simplicity Wealth,Llc2.19MShares$90.7 Million4.04% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.11MShares$87.2 Million0.15% of portfolio
-
Verus Financial Partners, Inc.1.35MShares$56 Million5.83% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.24MShares$51.1 Million7.02% of portfolio