Concourse Financial Group Securities, Inc. American Centy ETF Tr Avantis Transaction History
Concourse Financial Group Securities, Inc.
- $0
- Q1 2025
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
100.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding AVSD
# of Institutions
62Shares Held
1.42MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA201KShares$13.4 Million1.19% of portfolio
-
Clarity Asset Management, Inc. Ames, IA189KShares$12.6 Million7.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL169KShares$11.3 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL88.9KShares$5.93 Million0.0% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.56 Million0.17% of portfolio