Iht Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
A detailed history of Iht Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iht Wealth Management, LLC holds 16,437 shares of AVSC stock, worth $729,967. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,437
Previous 17,416
5.62%
Holding current value
$729,967
Previous $940,000
5.0%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding AVSC
# of Institutions
159Shares Held
36.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12.3MShares$547 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO11.5MShares$510 Million1.54% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.36MShares$149 Million10.71% of portfolio
-
Northwestern Mutual Wealth Management CO841KShares$37.4 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp566KShares$25.1 Million1.91% of portfolio