Avantax Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 160,048 shares of AVUV stock, worth $15.5 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
160,048
Previous 139,812
14.47%
Holding current value
$15.5 Million
Previous $12.5 Million
22.43%
% of portfolio
0.1%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$349 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio