Certified Advisory Corp American Centy ETF Tr Avantis Transaction History
Certified Advisory Corp
- $778 Million
- Q2 2024
A detailed history of Certified Advisory Corp transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Certified Advisory Corp holds 65,574 shares of AVUV stock, worth $6.27 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
65,574
Previous 63,331
3.54%
Holding current value
$6.27 Million
Previous $5.93 Million
0.86%
% of portfolio
0.76%
Previous 0.85%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$553 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$349 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$325 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$261 Million15.17% of portfolio