Conrad Siegel Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Conrad Siegel Investment Advisors, Inc.
- $371 Million
- Q4 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 46,280 shares of AVUV stock, worth $4.56 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
46,280
Previous 49,506
6.52%
Holding current value
$4.56 Million
Previous $4.75 Million
5.96%
% of portfolio
1.2%
Previous 1.28%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
777Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$609 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$380 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$354 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$311 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$265 Million15.25% of portfolio