Goepper Burkhardt LLC American Centy ETF Tr Avantis Transaction History
Goepper Burkhardt LLC
- $240 Million
- Q3 2024
A detailed history of Goepper Burkhardt LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Goepper Burkhardt LLC holds 18,275 shares of AVSC stock, worth $1.08 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
18,275
Previous 22,575
19.05%
Holding current value
$1.08 Million
Previous $1.13 Million
12.34%
% of portfolio
0.41%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding AVSC
# of Institutions
127Shares Held
22.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$704 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$196 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$47.6 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$31.8 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$31.6 Million1.78% of portfolio