Mattern Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Mattern Wealth Management LLC
- $422 Million
- Q4 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 20,471 shares of AVUV stock, worth $1.78 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
20,471
Previous 23,314
12.19%
Holding current value
$1.78 Million
Previous $2.24 Million
11.63%
% of portfolio
0.47%
Previous 0.53%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
842Shares 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