Avantax Planning Partners, Inc. American Centy ETF Tr Avantis Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 848,684 shares of AVUV stock, worth $86.6 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
848,684
Previous 965,855
12.13%
Holding current value
$86.6 Million
Previous $86.7 Million
6.03%
% of portfolio
2.93%
Previous 2.8%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$631 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$394 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$367 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$322 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$277 Million15.21% of portfolio