Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Websterrogers Financial Advisors, LLC
- $281 Million
- Q4 2024
A detailed history of Websterrogers Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 98,150 shares of AVSC stock, worth $5.5 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
98,150
Previous 97,326
0.85%
Holding current value
$5.5 Million
Previous $5.26 Million
1.48%
% of portfolio
1.9%
Previous 1.88%
Shares
10 transactions
Others Institutions Holding AVSC
# of Institutions
131Shares Held
22.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$671 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$187 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$45.3 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$30.3 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$30.1 Million1.78% of portfolio