Conrad Siegel Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Conrad Siegel Investment Advisors, Inc.
- $344 Million
- Q2 2024
A detailed history of Conrad Siegel Investment Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 49,737 shares of AVUV stock, worth $4.58 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
49,737
Previous 50,038
0.6%
Holding current value
$4.58 Million
Previous $4.69 Million
4.84%
% of portfolio
1.3%
Previous 1.37%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
670Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$533 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$336 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$313 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$273 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$251 Million15.17% of portfolio