Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 122,279 shares of AVUV stock, worth $10.8 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
122,279Holding current value
$10.8 Million% of portfolio
1.5%Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$468 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$315 Million15.48% of portfolio
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Lpl Financial LLC Fort Mill, SC2.72MShares$240 Million0.14% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$240 Million17.62% of portfolio
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Morgan Stanley New York, NY2.57MShares$227 Million0.02% of portfolio