Highland Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Highland Financial Advisors, LLC
- $250 Million
- Q1 2024
A detailed history of Highland Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 27,257 shares of AVSD stock, worth $1.55 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
27,257
Previous 28,244
3.49%
Holding current value
$1.55 Million
Previous $1.52 Million
1.97%
% of portfolio
0.62%
Previous 0.66%
Shares
7 transactions
Others Institutions Holding AVSD
# of Institutions
50Shares Held
1.34MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA264KShares$15 Million10.38% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11.2 Million1.35% of portfolio
-
Old Mission Capital LLC93.3KShares$5.3 Million0.14% of portfolio
-
Merriman Wealth Management, LLC71.7KShares$4.07 Million0.19% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$3.8 Million1.94% of portfolio