Beacon Financial Group American Centy ETF Tr Avantis Transaction History
Beacon Financial Group
- $886 Million
- Q4 2024
A detailed history of Beacon Financial Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Beacon Financial Group holds 36,064 shares of AVUV stock, worth $3.48 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
36,064
Previous 34,183
5.5%
Holding current value
$3.48 Million
Previous $3.28 Million
6.16%
% of portfolio
0.39%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$771 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$400 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$334 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$260 Million15.25% of portfolio