Fidelis Capital Partners, LLC American Centy ETF Tr Avantis Transaction History
Fidelis Capital Partners, LLC
- $941 Billion
- Q1 2025
A detailed history of Fidelis Capital Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 38,705 shares of AVUV stock, worth $3.68 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
38,705
Previous 22,018
75.79%
Holding current value
$3.68 Million
Previous $2.13 Billion
50.6%
% of portfolio
0.34%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
869Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$334 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio