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 82,454 shares of AVSU stock, worth $5.15 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
82,454
Previous 61,697
33.64%
Holding current value
$5.15 Million
Previous $3.79 Million
34.35%
% of portfolio
1.89%
Previous 1.52%
Shares
8 transactions
Others Institutions Holding AVSU
# of Institutions
55Shares Held
2.03MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA358KShares$22.4 Million15.71% of portfolio
-
Merriman Wealth Management, LLC299KShares$18.7 Million0.84% of portfolio
-
Ci Private Wealth, LLC Miami, FL160KShares$9.97 Million0.02% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX156KShares$9.77 Million4.58% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL141KShares$8.82 Million0.17% of portfolio