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 152,324 shares of AVUV stock, worth $15.7 Million. This represents 5.23% of its overall portfolio holdings.
Number of Shares
152,324
Previous 138,985
9.6%
Holding current value
$15.7 Million
Previous $13 Billion
4.93%
% of portfolio
5.23%
Previous 5.33%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
716Shares Held
92.2MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$636 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$376 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$350 Million0.16% of portfolio
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Morgan Stanley New York, NY2.97MShares$305 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$281 Million15.17% of portfolio