Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Foundations Investment Advisors, LLC
- $3.86 Billion
- Q2 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 4,849 shares of AVUV stock, worth $463,370. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,849
Previous 6,402
24.26%
Holding current value
$463,370
Previous $599,000
27.38%
% of portfolio
0.01%
Previous 0.02%
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$553 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$349 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$325 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$261 Million15.17% of portfolio