Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Websterrogers Financial Advisors, LLC
- $279 Million
- Q3 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 7,154 shares of AVSF stock, worth $329,441. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,154
Previous 7,203
0.68%
Holding current value
$329,441
Previous $332,000
1.51%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding AVSF
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$22 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.1 Million2.03% of portfolio
-
Envestnet Asset Management Inc353KShares$16.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$14.9 Million0.02% of portfolio