Acorn Financial Advisory Services Inc American Centy ETF Tr Avantis Transaction History
Acorn Financial Advisory Services Inc
- $481 Million
- Q1 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 279,310 shares of AVUV stock, worth $25 Million. This represents 5.44% of its overall portfolio holdings.
Number of Shares
279,310
Previous 305,810
8.67%
Holding current value
$25 Million
Previous $27.5 Million
4.69%
% of portfolio
5.44%
Previous 5.16%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.7MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$475 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$320 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$244 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$244 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$231 Million0.02% of portfolio