Briggs Advisory Group, Inc. American Centy ETF Tr Avantis Transaction History
Briggs Advisory Group, Inc.
- $174 Million
- Q3 2023
A detailed history of Briggs Advisory Group, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 2,674 shares of AVUV stock, worth $212,689. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,674
Previous 2,962
9.72%
Holding current value
$212,689
Previous $229,000
9.17%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$636 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$330 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$280 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$276 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$214 Million15.25% of portfolio