Kmg Fiduciary Partners, LLC American Centy ETF Tr Avantis Transaction History
Kmg Fiduciary Partners, LLC
- $1.14 Billion
- Q3 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 42,296 shares of AVSC stock, worth $2.29 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
42,296
Previous 9,194
360.04%
Holding current value
$2.29 Million
Previous $458,000
398.69%
% of portfolio
0.2%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding AVSC
# of Institutions
112Shares Held
20.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc10.6MShares$574 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.33MShares$180 Million10.28% of portfolio
-
Northwestern Mutual Wealth Management CO733KShares$39.6 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$29.2 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp505KShares$27.3 Million1.64% of portfolio