Wespac Advisors So Cal, LLC American Centy ETF Tr Avantis Transaction History
Wespac Advisors So Cal, LLC
- $453 Million
- Q3 2025
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 3,599 shares of AVUS stock, worth $396,861. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,599
Previous 3,443
4.53%
Holding current value
$396,861
Previous $347,000
12.68%
% of portfolio
0.09%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding AVUS
# of Institutions
515Shares Held
78.6MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$525 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$383 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$334 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$289 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$249 Million9.89% of portfolio