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 $20 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
200,575
Previous 182,759
9.75%
Holding current value
$20 Million
Previous $15.9 Billion
14.7%
% of portfolio
4.84%
Previous 4.85%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio