Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 154,951 shares of AVUV stock, worth $14.8 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
154,951
Previous 149,785
3.45%
Holding current value
$14.8 Million
Previous $13.4 Billion
10.63%
% of portfolio
1.85%
Previous 1.81%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
673Shares Held
88.1MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$555 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$350 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$326 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$262 Million15.17% of portfolio