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 7,154 shares of AVSF stock, worth $334,735. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,154
Previous 7,154
-0.0%
Holding current value
$334,735
Previous $330,000
1.21%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding AVSF
# of Institutions
67Shares Held
8.53MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.62MShares$123 Million12.8% of portfolio
-
Verus Financial Partners, Inc.1.46MShares$68.3 Million7.57% of portfolio
-
Simplicity Wealth,Llc618KShares$28.9 Million2.4% of portfolio
-
Envestnet Asset Management Inc408KShares$19.1 Million0.01% of portfolio
-
Creative Planning Overland Park, KS353KShares$16.5 Million0.02% of portfolio