Baldrige Asset Management LLC American Centy ETF Tr Avantis Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Baldrige Asset Management LLC holds 3,034 shares of AVUV stock, worth $305,402. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,034
Previous 3,048
0.46%
Holding current value
$305,402
Previous $227,000
0.88%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
922Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$492 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$354 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio