Financial Symmetry Inc American Centy ETF Tr Avantis Transaction History
Financial Symmetry Inc
- $143 Billion
- Q3 2024
A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 4,026 shares of AVUV stock, worth $414,275. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,026
Previous 4,021
0.12%
Holding current value
$414,275
Previous $361 Million
7.09%
% of portfolio
0.27%
Previous 0.28%
Shares
3 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
-
Morgan Stanley New York, NY2.97MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$281 Million15.17% of portfolio