Intelligence Driven Advisers, LLC American Centy ETF Tr Avantis Transaction History
Intelligence Driven Advisers, LLC
- $532 Million
- Q4 2024
A detailed history of Intelligence Driven Advisers, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Intelligence Driven Advisers, LLC holds 228,355 shares of AVUV stock, worth $18.4 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
228,355
Previous 316,892
27.94%
Holding current value
$18.4 Million
Previous $30.4 Million
27.5%
% of portfolio
4.14%
Previous 4.39%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
838Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$643 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$333 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.52MShares$283 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$279 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$217 Million15.25% of portfolio