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 $2.78 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
27,946
Previous 27,896
0.18%
Holding current value
$2.78 Million
Previous $2.46 Billion
8.93%
% of portfolio
0.88%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
772Shares Held
102MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$616 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$358 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$314 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$270 Million15.21% of portfolio