Wespac Advisors So Cal, LLC American Centy ETF Tr Avantis Transaction History
Wespac Advisors So Cal, LLC
- $435 Million
- Q4 2024
A detailed history of Wespac Advisors So Cal, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 5,077 shares of AVUS stock, worth $502,521. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,077
Previous 6,620
23.31%
Holding current value
$502,521
Previous $629,000
21.78%
% of portfolio
0.11%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
450Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.98 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$353 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$320 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$301 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio