Legacy Financial Strategies, LLC American Centy ETF Tr Avantis Transaction History
Legacy Financial Strategies, LLC
- $384 Million
- Q1 2024
A detailed history of Legacy Financial Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 28,616 shares of AVUV stock, worth $2.53 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
28,616Holding current value
$2.53 Million% of portfolio
0.7%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$468 Million0.55% of portfolio
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Merriman Wealth Management, LLC3.57MShares$315 Million15.48% of portfolio
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Lpl Financial LLC Fort Mill, SC2.72MShares$240 Million0.14% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$240 Million17.62% of portfolio
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Morgan Stanley New York, NY2.57MShares$227 Million0.02% of portfolio