Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $183 Million
- Q2 2025
A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 5,123 shares of AVUS stock, worth $528,232. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,123
Previous 5,123
-0.0%
Holding current value
$528,232
Previous $473,000
9.3%
% of portfolio
0.28%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
498Shares Held
77.2MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$385 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$357 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$313 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$267 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$233 Million9.89% of portfolio