Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 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 154,951 shares of AVUV stock, worth $14.9 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
154,951
Previous 149,785
3.45%
Holding current value
$14.9 Million
Previous $13.4 Billion
10.63%
% of portfolio
1.85%
Previous 1.81%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$596 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$372 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio