Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Websterrogers Financial Advisors, LLC
- $288 Million
- Q1 2025
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 97,637 shares of AVSC stock, worth $4.53 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
97,637
Previous 98,150
0.52%
Holding current value
$4.53 Million
Previous $5.34 Million
11.43%
% of portfolio
1.64%
Previous 1.9%
Shares
11 transactions
Others Institutions Holding AVSC
# of Institutions
153Shares Held
35.4MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO11.5MShares$533 Million1.54% of portfolio
-
Envestnet Asset Management Inc11.5MShares$532 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.42MShares$159 Million9.99% of portfolio
-
Northwestern Mutual Wealth Management CO841KShares$39 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp566KShares$26.3 Million1.91% of portfolio