Heritage Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Heritage Wealth Management, Inc.
- $294 Billion
- Q1 2025
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 28,807 shares of AVUV stock, worth $2.38 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
28,807
Previous 28,087
2.56%
Holding current value
$2.38 Million
Previous $2.71 Billion
7.38%
% of portfolio
0.85%
Previous 0.9%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$223 Million15.25% of portfolio