Mattern Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Mattern Wealth Management LLC
- $402 Million
- Q2 2024
A detailed history of Mattern Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mattern Wealth Management LLC holds 7,224 shares of AVSC stock, worth $388,795. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,224
Previous 4,224
71.02%
Holding current value
$388,795
Previous $221,000
62.9%
% of portfolio
0.09%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding AVSC
# of Institutions
108Shares Held
19.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc10.6MShares$572 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.33MShares$179 Million10.28% of portfolio
-
Northwestern Mutual Wealth Management CO733KShares$39.5 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp505KShares$27.2 Million1.64% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA505KShares$27.2 Million7.19% of portfolio