Acorn Financial Advisory Services Inc American Centy ETF Tr Avantis Transaction History
Acorn Financial Advisory Services Inc
- $508 Million
- Q3 2024
A detailed history of Acorn Financial Advisory Services Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 278,469 shares of AVUV stock, worth $26.8 Million. This represents 5.26% of its overall portfolio holdings.
Number of Shares
278,469
Previous 278,032
0.16%
Holding current value
$26.8 Million
Previous $24.9 Million
7.11%
% of portfolio
5.26%
Previous 5.16%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$596 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$372 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$347 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio