Wespac Advisors So Cal, LLC American Centy ETF Tr Avantis Transaction History
Wespac Advisors So Cal, LLC
- $377 Million
- Q1 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 7,805 shares of AVUS stock, worth $707,289. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,805
Previous 7,547
3.42%
Holding current value
$707,289
Previous $615,000
13.5%
% of portfolio
0.18%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$270 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$251 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$235 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$204 Million1.44% of portfolio