Synergy Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Synergy Investment Management, LLC holds 729 shares of AVUV stock, worth $66,492. This represents 0.03% of its overall portfolio holdings.
Number of Shares
729
Previous 489
49.08%
Holding current value
$66,492
Previous $47.2 Million
34.7%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.03 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$400 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$321 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$294 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$248 Million14.28% of portfolio