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 30,021 shares of AVSD stock, worth $1.76 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
30,021
Previous 27,257
10.14%
Holding current value
$1.76 Million
Previous $1.55 Million
7.41%
% of portfolio
0.62%
Previous 0.62%
Shares
8 transactions
Others Institutions Holding AVSD
# of Institutions
47Shares Held
1.4MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA268KShares$15.7 Million10.56% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11.5 Million1.35% of portfolio
-
Ci Private Wealth, LLC Miami, FL176KShares$10.3 Million0.02% of portfolio
-
Jane Street Group, LLC New York, NY74.8KShares$4.38 Million0.0% of portfolio
-
Merriman Wealth Management, LLC68.9KShares$4.04 Million0.17% of portfolio