Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Websterrogers Financial Advisors, LLC
- $274 Million
- Q2 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 312,089 shares of AVUS stock, worth $28.4 Million. This represents 10.29% of its overall portfolio holdings.
Number of Shares
312,089
Previous 339,979
8.2%
Holding current value
$28.4 Million
Previous $30.4 Million
7.5%
% of portfolio
10.29%
Previous 11.12%
Shares
15 transactions
Others Institutions Holding AVUS
# of Institutions
380Shares Held
75.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.3 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$277 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$266 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$247 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio