Highland Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Highland Financial Advisors, LLC
- $308 Million
- Q2 2025
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 20,480 shares of AVSE stock, worth $1.23 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
20,480
Previous 18,290
11.97%
Holding current value
$1.23 Million
Previous $945,000
26.98%
% of portfolio
0.39%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding AVSE
# of Institutions
52Shares Held
1.48MCall Options Held
0Put Options Held
0-
Maseco LLP London,412KShares$24.7 Million0.92% of portfolio
-
Northwest & Ethical Investments L.P. Toronto, A6224KShares$13.4 Million0.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL142KShares$8.51 Million0.01% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA137KShares$8.19 Million0.76% of portfolio
-
Riverwater Partners LLC70.6KShares$4.23 Million2.15% of portfolio