Evanson Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Evanson Asset Management, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Evanson Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Evanson Asset Management, LLC holds 7,025 shares of AVSC stock, worth $373,097. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,025
Previous 7,855
10.57%
Holding current value
$373,097
Previous $411,000
14.84%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AVSC
# of Institutions
107Shares Held
19.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc10.6MShares$565 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.33MShares$177 Million10.28% of portfolio
-
Northwestern Mutual Wealth Management CO733KShares$39 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp505KShares$26.8 Million1.64% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA505KShares$26.8 Million7.19% of portfolio