Halbert Hargrove Global Advisors, LLC American Centy ETF Tr Avantis Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.76 Billion
- Q1 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 127 shares of AVUV stock, worth $10,217. This represents 0.0% of its overall portfolio holdings.
Number of Shares
127
Previous 127
-0.0%
Holding current value
$10,217
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
838Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$643 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$333 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$283 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$279 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$217 Million15.25% of portfolio