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 $2.65 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
27,946
Previous 27,896 0.18%
Holding current value
$2.65 Million
Previous $2.46 Billion 8.93%
% of portfolio
0.88%
Previous 0.83%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$88.24 - $99.7 $4,412 - $4,985
50 Added 0.18%
27,946 $2.68 Billion
Q2 2024

Sep 09, 2024
BUY
$86.93 - $93.77 $2.42 Million - $2.62 Million
27,896 New
27,896 $2.46 Billion

Others Institutions Holding AVUV

# of Institutions
710
Shares Held
91.8M
Call Options Held
16.9K
Put Options Held
4.4K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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