Concord Wealth Partners American Centy ETF Tr Avantis Transaction History
Concord Wealth Partners
- $599 Million
- Q1 2025
A detailed history of Concord Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concord Wealth Partners holds 81,542 shares of AVUV stock, worth $6.74 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
81,542Holding current value
$6.74 Million% of portfolio
1.19%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
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Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio