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 $260,955. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,674
Previous 2,962
9.72%
Holding current value
$260,955
Previous $229,000
9.17%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio