Jacobi Capital Management LLC American Centy ETF Tr Avantis Transaction History
Jacobi Capital Management LLC
- $1.29 Billion
- Q3 2024
A detailed history of Jacobi Capital Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Jacobi Capital Management LLC holds 10,300 shares of AVUV stock, worth $999,924. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,300
Previous 6,607
55.9%
Holding current value
$999,924
Previous $592,000
66.89%
% of portfolio
0.08%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$349 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio