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 $3.17 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
77,507
Previous 89,993
13.87%
Holding current value
$3.17 Million
Previous $3.57 Million
9.09%
% of portfolio
0.21%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding AVIG
# of Institutions
131Shares Held
22.9MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC3.74MShares$153 Million1.48% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.11MShares$86.1 Million0.15% of portfolio
-
Verus Financial Partners, Inc.1.31MShares$53.6 Million6.03% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.24MShares$50.5 Million7.02% of portfolio
-
Simplicity Wealth,Llc1.03MShares$42.1 Million3.55% of portfolio