Highland Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Highland Financial Advisors, LLC
- $269 Million
- Q2 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 448,166 shares of AVIG stock, worth $19 Million. This represents 6.8% of its overall portfolio holdings.
Number of Shares
448,166
Previous 383,873
16.75%
Holding current value
$19 Million
Previous $15.8 Million
15.42%
% of portfolio
6.8%
Previous 6.34%
Shares
9 transactions
Others Institutions Holding AVIG
# of Institutions
96Shares Held
18.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.79MShares$203 Million0.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.34MShares$57 Million0.1% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.3MShares$55.2 Million7.22% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.21MShares$51.2 Million4.92% of portfolio
-
Verus Financial Partners, Inc.1.2MShares$51 Million5.73% of portfolio