Iht Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 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 17,293 shares of AVSC stock, worth $858,251. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,293
Previous 16,684
3.65%
Holding current value
$858,251
Previous $851,000
6.35%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding AVSC
# of Institutions
92Shares Held
17.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.54MShares$474 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.27MShares$162 Million11.85% of portfolio
-
Northwestern Mutual Wealth Management CO654KShares$32.5 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA462KShares$22.9 Million5.87% of portfolio
-
Atlantic Union Bankshares Corp454KShares$22.5 Million2.08% of portfolio