Klingman & Associates, LLC American Centy ETF Tr Avantis Transaction History
Klingman & Associates, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Klingman & Associates, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Klingman & Associates, LLC holds 8,160 shares of AVUV stock, worth $824,812. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,160
Previous 8,135
0.31%
Holding current value
$824,812
Previous $729,000
7.27%
% of portfolio
0.05%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding AVUV
# of Institutions
732Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$625 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$390 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$364 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$274 Million15.21% of portfolio