Baker Ellis Asset Management LLC American Centy ETF Tr Avantis Transaction History
Baker Ellis Asset Management LLC
- $658 Million
- Q4 2024
A detailed history of Baker Ellis Asset Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Baker Ellis Asset Management LLC holds 4,330 shares of AVUV stock, worth $431,311. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,330
Previous 2,775
56.04%
Holding current value
$431,311
Previous $266,000
56.77%
% of portfolio
0.06%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
772Shares Held
102MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$616 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$358 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$314 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$270 Million15.21% of portfolio