Allegiance Financial Group Advisory Services LLC American Centy ETF Tr Avantis Transaction History
Allegiance Financial Group Advisory Services LLC
- $261 Billion
- Q2 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 228,366 shares of AVDV stock, worth $16 Million. This represents 5.68% of its overall portfolio holdings.
Number of Shares
228,366
Previous 207,484
10.06%
Holding current value
$16 Million
Previous $13.7 Billion
8.54%
% of portfolio
5.68%
Previous 5.59%
Shares
7 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.18 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$561 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$419 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$181 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$165 Million9.46% of portfolio