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 21,029 shares of AVUS stock, worth $1.93 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
21,029
Previous 21,513
2.25%
Holding current value
$1.93 Million
Previous $1.58 Million
8.76%
% of portfolio
0.11%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
362Shares Held
59.9MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA3.04MShares$279 Million36.5% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$254 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.71MShares$249 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.73MShares$159 Million0.25% of portfolio