Concurrent Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 62,667 shares of AVUV stock, worth $5.52 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
62,667
Previous 54,915
14.12%
Holding current value
$5.52 Million
Previous $5.27 Billion
14.81%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
834Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$704 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$365 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$310 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$237 Million15.25% of portfolio