Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Websterrogers Financial Advisors, LLC
- $309 Million
- Q2 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 7,154 shares of AVSF stock, worth $335,665. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,154
Previous 7,154
-0.0%
Holding current value
$335,665
Previous $334,000
0.6%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding AVSF
# of Institutions
69Shares Held
11.2MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$125 Million12.11% of portfolio
-
Maseco LLP London,1.57MShares$73.5 Million2.8% of portfolio
-
Verus Financial Partners, Inc.1.5MShares$70.5 Million7.31% of portfolio
-
Simplicity Wealth,Llc1.3MShares$61 Million2.71% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA504KShares$23.6 Million2.54% of portfolio