Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
A detailed history of Level Financial Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 24,882 shares of AVUV stock, worth $2.16 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
24,882
Previous 28,978
14.13%
Holding current value
$2.16 Million
Previous $2.78 Million
13.63%
% of portfolio
0.95%
Previous 1.14%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio