Highland Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Highland Financial Advisors, LLC
- $289 Million
- Q4 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 492,112 shares of AVIG stock, worth $20.3 Million. This represents 6.92% of its overall portfolio holdings.
Number of Shares
492,112
Previous 474,763
3.65%
Holding current value
$20.3 Million
Previous $20.2 Million
1.08%
% of portfolio
6.92%
Previous 7.17%
Shares
11 transactions
Others Institutions Holding AVIG
# of Institutions
124Shares Held
24.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX5.96MShares$246 Million1.14% of portfolio
-
Ae Wealth Management LLC3.32MShares$137 Million1.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.66MShares$68.3 Million0.1% of portfolio
-
Verus Financial Partners, Inc.1.27MShares$52.5 Million5.77% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.27MShares$52.3 Million6.9% of portfolio