Concentric Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Concentric Wealth Management, LLC
- $379 Million
- Q2 2024
A detailed history of Concentric Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 165,513 shares of AVUV stock, worth $15.8 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
165,513
Previous 160,423
3.17%
Holding current value
$15.8 Million
Previous $15 Million
1.22%
% of portfolio
3.91%
Previous 4.0%
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