Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 166,386 shares of AVSC stock, worth $9.33 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
166,386
Previous 160,698
3.54%
Holding current value
$9.33 Million
Previous $8.68 Million
4.19%
% of portfolio
0.19%
Previous 0.19%
Shares
8 transactions
Others Institutions Holding AVSC
# of Institutions
131Shares Held
22.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$671 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$187 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$45.3 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$30.3 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$30.1 Million1.78% of portfolio