Intelligent Financial Strategies American Centy ETF Tr Avantis Transaction History
Intelligent Financial Strategies
- $176 Million
- Q3 2024
A detailed history of Intelligent Financial Strategies transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Intelligent Financial Strategies holds 6,380 shares of AVUV stock, worth $613,181. This represents 0.35% of its overall portfolio holdings.
Number of Shares
6,380
Previous 6,379
0.02%
Holding current value
$613,181
Previous $572,000
6.99%
% of portfolio
0.35%
Previous 0.36%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$594 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$371 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$346 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$261 Million15.21% of portfolio