Conrad Siegel Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Conrad Siegel Investment Advisors, Inc.
- $446 Million
- Q2 2025
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 39,200 shares of AVUV stock, worth $3.63 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
39,200
Previous 46,963
16.53%
Holding current value
$3.63 Million
Previous $4.08 Million
12.54%
% of portfolio
0.8%
Previous 1.05%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
890Shares Held
126MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS14.6MShares$1.35 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio