M Holdings Securities, Inc. American Centy ETF Tr Avantis Transaction History
M Holdings Securities, Inc.
- $595 Million
- Q1 2024
A detailed history of M Holdings Securities, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, M Holdings Securities, Inc. holds 30,921 shares of AVUV stock, worth $2.74 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
30,921
Previous 23,865
29.57%
Holding current value
$2.74 Million
Previous $2.14 Million
35.23%
% of portfolio
0.49%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$470 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$317 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$242 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$241 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$228 Million0.02% of portfolio