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 $270,936. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,034
Previous 3,048
0.46%
Holding current value
$270,936
Previous $227,000
0.88%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
866Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio