Heritage Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 28,087 shares of AVUV stock, worth $2.61 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
28,087
Previous 27,946
0.5%
Holding current value
$2.61 Million
Previous $2.68 Billion
1.11%
% of portfolio
0.9%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$742 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$327 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$322 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$250 Million15.25% of portfolio