Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Websterrogers Financial Advisors, LLC
- $327 Million
- Q3 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 7,087 shares of AVSF stock, worth $333,514. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,087
Previous 7,154
0.94%
Holding current value
$333,514
Previous $336,000
0.6%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding AVSF
# of Institutions
69Shares Held
11.7MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$125 Million12.11% of portfolio
-
Savant Capital, LLC2.66MShares$125 Million0.7% of portfolio
-
Verus Financial Partners, Inc.1.55MShares$72.9 Million7.11% of portfolio
-
Simplicity Wealth,Llc635KShares$29.9 Million1.89% of portfolio
-
Envestnet Asset Management Inc454KShares$21.4 Million0.01% of portfolio