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 $3.79 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
39,200
Previous 46,963
16.53%
Holding current value
$3.79 Million
Previous $4.08 Million
12.54%
% of portfolio
0.8%
Previous 1.05%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
913Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.41 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$472 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$340 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$267 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$265 Million0.02% of portfolio