Legacy Financial Strategies, LLC American Centy ETF Tr Avantis Transaction History
Legacy Financial Strategies, LLC
- $461 Million
- Q4 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 30,209 shares of AVUV stock, worth $3.01 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
30,209
Previous 32,477
6.98%
Holding current value
$3.01 Million
Previous $3.12 Million
6.42%
% of portfolio
0.63%
Previous 0.7%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
771Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$616 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$358 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$314 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$270 Million15.21% of portfolio