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 177,006 shares of AVSF stock, worth $8.15 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
177,006
Previous 156,984
12.75%
Holding current value
$8.15 Million
Previous $7.25 Million
15.11%
% of portfolio
1.96%
Previous 1.8%
Shares
5 transactions
Others Institutions Holding AVSF
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64.1 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$22 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.1 Million2.03% of portfolio
-
Envestnet Asset Management Inc353KShares$16.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$14.9 Million0.02% of portfolio