Concurrent Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 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 53,678 shares of AVUV stock, worth $5.07 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
53,678
Previous 53,121
1.05%
Holding current value
$5.07 Million
Previous $4.98 Billion
3.25%
% of portfolio
0.16%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
672Shares Held
88.1MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$546 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$345 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$321 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$280 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$258 Million15.17% of portfolio