Acorn Financial Advisory Services Inc American Centy ETF Tr Avantis Transaction History
Acorn Financial Advisory Services Inc
- $523 Million
- Q4 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 289,468 shares of AVUV stock, worth $25.2 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
289,468
Previous 278,469
3.95%
Holding current value
$25.2 Million
Previous $26.7 Million
4.58%
% of portfolio
5.34%
Previous 5.26%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio