Convergence Financial, LLC American Centy ETF Tr Avantis Transaction History
Convergence Financial, LLC
- $501 Billion
- Q4 2024
A detailed history of Convergence Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Convergence Financial, LLC holds 94,430 shares of AVUV stock, worth $8.8 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
94,430
Previous 81,182
16.32%
Holding current value
$8.8 Million
Previous $7.79 Billion
17.02%
% of portfolio
1.82%
Previous 1.65%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
829Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$745 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$328 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$323 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$251 Million15.25% of portfolio