Concurrent Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 54,915 shares of AVUV stock, worth $5.49 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
54,915
Previous 53,678
2.3%
Holding current value
$5.49 Million
Previous $4.82 Billion
9.41%
% of portfolio
0.16%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$619 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$360 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$316 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio