Convergence Financial, LLC American Centy ETF Tr Avantis Transaction History
Convergence Financial, LLC
- $471 Billion
- Q3 2024
A detailed history of Convergence Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Convergence Financial, LLC holds 81,182 shares of AVUV stock, worth $8.55 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
81,182
Previous 69,571
16.69%
Holding current value
$8.55 Million
Previous $6.24 Billion
24.79%
% of portfolio
1.65%
Previous 1.65%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
736Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$651 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$407 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$379 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$332 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$286 Million15.21% of portfolio