Highland Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Highland Financial Advisors, LLC
- $281 Million
- Q3 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 474,763 shares of AVIG stock, worth $19.4 Million. This represents 7.17% of its overall portfolio holdings.
Number of Shares
474,763
Previous 448,166
5.93%
Holding current value
$19.4 Million
Previous $18.3 Million
10.43%
% of portfolio
7.17%
Previous 6.8%
Shares
10 transactions
Others Institutions Holding AVIG
# of Institutions
116Shares Held
18.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC3.11MShares$127 Million1.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.43MShares$58.7 Million0.09% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.3MShares$53.2 Million7.31% of portfolio
-
Verus Financial Partners, Inc.1.25MShares$51.2 Million5.82% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.19MShares$48.8 Million5.0% of portfolio