Concord Asset Management, Llc/Va American Centy ETF Tr Avantis Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
A detailed history of Concord Asset Management, Llc/Va transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 81,569 shares of AVUV stock, worth $8.15 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
81,569
Previous 82,388
0.99%
Holding current value
$8.15 Million
Previous $6.72 Billion
10.59%
% of portfolio
1.12%
Previous 1.48%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio