Kmg Fiduciary Partners, LLC American Centy ETF Tr Avantis Transaction History
Kmg Fiduciary Partners, LLC
- $1.17 Billion
- Q4 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 45,045 shares of AVSC stock, worth $2.48 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
45,045
Previous 42,296
6.5%
Holding current value
$2.48 Million
Previous $2.28 Million
7.18%
% of portfolio
0.21%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding AVSC
# of Institutions
144Shares Held
23.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$658 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.36MShares$185 Million10.71% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$44.5 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp566KShares$31.1 Million1.91% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA564KShares$31 Million7.51% of portfolio