Independent Advisor Alliance American Centy ETF Tr Avantis Transaction History
Independent Advisor Alliance
- $2.71 Billion
- Q3 2024
A detailed history of Independent Advisor Alliance transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Independent Advisor Alliance holds 21,812 shares of AVUV stock, worth $2.13 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
21,812
Previous 19,170
13.78%
Holding current value
$2.13 Million
Previous $1.72 Million
21.7%
% of portfolio
0.08%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$604 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$377 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$351 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$308 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$265 Million15.21% of portfolio