Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 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 159,193 shares of AVUV stock, worth $13.5 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
159,193
Previous 154,951
2.74%
Holding current value
$13.5 Million
Previous $14.9 Billion
3.36%
% of portfolio
1.91%
Previous 1.85%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$679 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$352 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$299 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$294 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$229 Million15.25% of portfolio