Heritage Wealth Architects, Inc. American Centy ETF Tr Avantis Transaction History
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 20,506 shares of AVUV stock, worth $1.91 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
20,506Holding current value
$1.91 Million% of portfolio
1.74%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.05 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$408 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$327 Million14.79% of portfolio
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Morgan Stanley New York, NY3.22MShares$300 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$252 Million14.28% of portfolio