D'Orazio & Associates, Inc. American Centy ETF Tr Avantis Transaction History
D'Orazio & Associates, Inc.
- $703 Million
- Q3 2024
A detailed history of D'Orazio & Associates, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 165,338 shares of AVUV stock, worth $16.7 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
165,338
Previous 166,954
0.97%
Holding current value
$16.7 Million
Previous $15 Million
5.91%
% of portfolio
2.26%
Previous 2.31%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
732Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$625 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$390 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$364 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$274 Million15.21% of portfolio