Mattern Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Mattern Wealth Management LLC
- $439 Million
- Q2 2025
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 188,694 shares of AVSF stock, worth $8.85 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
188,694
Previous 199,156
5.25%
Holding current value
$8.85 Million
Previous $9.31 Million
4.66%
% of portfolio
2.02%
Previous 2.23%
Shares
8 transactions
Others Institutions Holding AVSF
# of Institutions
69Shares Held
11.2MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$125 Million12.11% of portfolio
-
Maseco LLP London,1.57MShares$73.5 Million2.8% of portfolio
-
Verus Financial Partners, Inc.1.5MShares$70.5 Million7.31% of portfolio
-
Simplicity Wealth,Llc1.3MShares$61 Million2.71% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA504KShares$23.6 Million2.54% of portfolio