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 3,139 shares of AVUV stock, worth $272,936. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,139
Previous 4,671
32.8%
Holding current value
$272,936
Previous $448,000
32.37%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio