Bare Financial Services, Inc American Centy ETF Tr Avantis Transaction History
Bare Financial Services, Inc
- $243 Billion
- Q3 2024
A detailed history of Bare Financial Services, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bare Financial Services, Inc holds 208,174 shares of AVUV stock, worth $20 Million. This represents 8.2% of its overall portfolio holdings.
Number of Shares
208,174
Previous 146,543
42.06%
Holding current value
$20 Million
Previous $14.6 Billion
36.71%
% of portfolio
8.2%
Previous 7.68%
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$594 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$371 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio