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 $2.51 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
45,045
Previous 42,296
6.5%
Holding current value
$2.51 Million
Previous $2.28 Million
7.18%
% of portfolio
0.21%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding AVSC
# of Institutions
133Shares Held
22.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$666 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$186 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$45 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$30.1 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$29.9 Million1.78% of portfolio