Allegiance Financial Group Advisory Services LLC American Centy ETF Tr Avantis Transaction History
Allegiance Financial Group Advisory Services LLC
- $378 Billion
- Q2 2025
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 200,575 shares of AVUV stock, worth $18.6 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
200,575
Previous 182,759
9.75%
Holding current value
$18.6 Million
Previous $15.9 Billion
14.7%
% of portfolio
4.84%
Previous 4.85%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
890Shares Held
126MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS14.6MShares$1.35 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio