Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $2.73 Billion
- Q2 2024
A detailed history of Annex Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Annex Advisory Services, LLC holds 37,103 shares of AVUV stock, worth $3.41 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
37,103
Previous 1,018,539
96.36%
Holding current value
$3.41 Million
Previous $95.4 Million
96.51%
% of portfolio
0.12%
Previous 3.48%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
670Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$533 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$336 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$313 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$273 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$251 Million15.17% of portfolio