Heritage Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 27,946 shares of AVUV stock, worth $2.88 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
27,946
Previous 27,896
0.18%
Holding current value
$2.88 Million
Previous $2.46 Billion
8.93%
% of portfolio
0.88%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
719Shares Held
94.2MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$636 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$398 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$376 Million14.89% of portfolio
-
Morgan Stanley New York, NY2.97MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$281 Million15.17% of portfolio