Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History
Shotwell Rutter Baer Inc
- $122 Billion
- Q3 2024
A detailed history of Shotwell Rutter Baer Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 94,687 shares of AVUV stock, worth $9.74 Million. This represents 7.46% of its overall portfolio holdings.
Number of Shares
94,687
Previous 92,472
2.4%
Holding current value
$9.74 Million
Previous $8.16 Billion
11.19%
% of portfolio
7.46%
Previous 7.23%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
717Shares Held
93.5MCall 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
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$281 Million15.17% of portfolio