Stock
AVUS
| Ownership Count: | 575 |
| Ownership Count: | 575 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Annex Advisory Services, LLC | 11.09% |
Added 5.00%
|
3,563,572 | $345,417,000.0 |
| AMERICAN CENTURY COMPANIES INC | 0.19% |
Added 4.02%
|
3,229,740 | $313,058,000.0 |
| Oak Root LLC | 38.32% |
No Change
|
3,036,602 | $294,337,000.0 |
| WIPFLI FINANCIAL ADVISORS LLC, | 9.91% |
Added 23.65%
|
2,256,772 | $140,710,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.06% |
Added 1.51%
|
1,727,996 | $167,494,000.0 |
| HighTower Advisors, LLC | 0.22% |
Reduced 0.56%
|
1,616,485 | $156,685,000.0 |
| Adero Partners, LLC | 10.07% |
Added 8.62%
|
1,567,202 | $151,908,000.0 |
| LPL Financial LLC | 0.06% |
Added 5.98%
|
1,422,531 | $137,885,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.11% |
Added 0.89%
|
1,351,928 | $131,042,000.0 |
| Creative Planning | 0.12% |
Reduced 6.00%
|
1,238,017 | $120,001,000.0 |
| MORGAN STANLEY | 0.02% |
No Change
|
1,217,417 | $115,837,000.0 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 12.45% |
Added 1.07%
|
1,169,356 | $113,345,000.0 |
| Great Point Wealth Advisors, LLC | 24.17% |
Added 2.72%
|
1,136,569 | $110,167,000.0 |
| Waypoint Wealth Partners Inc. | 29.17% |
Added 1.62%
|
1,080,074 | $104,691,000.0 |
| WMS Partners, LLC | 5.76% |
Added 11.10%
|
1,052,425 | $102,011,000.0 |