Iht Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 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 17,416 shares of AVSC stock, worth $948,475. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,416
Previous 17,521
0.6%
Holding current value
$948,475
Previous $874,000
7.55%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding AVSC
# of Institutions
127Shares Held
22.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$651 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$182 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$44 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$29.4 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$29.2 Million1.78% of portfolio