Financial Symmetry Inc American Centy ETF Tr Avantis Transaction History
Financial Symmetry Inc
- $129 Billion
- Q2 2024
A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 4,021 shares of AVUV stock, worth $374,314. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,021
Previous 2,890
39.13%
Holding current value
$374,314
Previous $271 Million
33.19%
% of portfolio
0.28%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$539 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$340 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$316 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$276 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$254 Million15.17% of portfolio