Mattern Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Mattern Wealth Management LLC
- $426 Million
- Q3 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 23,314 shares of AVUV stock, worth $2.26 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
23,314
Previous 20,540
13.51%
Holding current value
$2.26 Million
Previous $1.84 Million
21.39%
% of portfolio
0.53%
Previous 0.46%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$349 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio