Allegiance Financial Group Advisory Services LLC American Centy ETF Tr Avantis Transaction History
Allegiance Financial Group Advisory Services LLC
- $261 Billion
- Q2 2024
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 107,209 shares of AVES stock, worth $5.24 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
107,209
Previous 95,961
11.72%
Holding current value
$5.24 Million
Previous $4.55 Billion
14.93%
% of portfolio
2.0%
Previous 1.86%
Shares
7 transactions
Others Institutions Holding AVES
# of Institutions
100Shares Held
6.01MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$37.2 Million1.68% of portfolio
-
Empowered Funds, LLC704KShares$34.4 Million0.62% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$25.9 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.302KShares$14.8 Million3.06% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.9 Million0.07% of portfolio