Balasa Dinverno & Foltz LLC American Centy ETF Tr Avantis Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 38,563 shares of AVRE stock, worth $1.64 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
38,563
Previous 7,482
415.41%
Holding current value
$1.64 Million
Previous $333,000
351.65%
% of portfolio
0.09%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AVRE
# of Institutions
121Shares Held
9.26MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.07MShares$45.6 Million0.82% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO731KShares$31.2 Million4.16% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$15.6 Million3.15% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$13.7 Million4.63% of portfolio
-
Physician Wealth Solutions Inc. North Las Vegas, NV311KShares$13.3 Million7.07% of portfolio