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 180,854 shares of AVRE stock, worth $8.41 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
180,854
Previous 158,714
13.95%
Holding current value
$8.41 Million
Previous $6.71 Billion
11.09%
% of portfolio
2.85%
Previous 2.75%
Shares
7 transactions
Others Institutions Holding AVRE
# of Institutions
105Shares Held
9.11MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.05MShares$48.9 Million0.78% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO732KShares$34 Million4.3% of portfolio
-
Aprio Wealth Management, LLC516KShares$24 Million4.14% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA375KShares$17.4 Million3.77% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.321KShares$14.9 Million5.66% of portfolio