Grimes & Company, Inc. American Centy ETF Tr Avantis Transaction History
Grimes & Company, Inc.
- $3.18 Billion
- Q1 2025
A detailed history of Grimes & Company, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Grimes & Company, Inc. holds 4,843 shares of AVUV stock, worth $400,080. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,843
Previous 4,825
0.37%
Holding current value
$400,080
Previous $465,000
9.25%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio