Middleton & CO Inc American Centy ETF Tr Avantis Transaction History
Middleton & CO Inc
- $858 Million
- Q2 2024
A detailed history of Middleton & CO Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Middleton & CO Inc holds 2,762 shares of AVUV stock, worth $261,754. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,762
Previous 4,924
43.91%
Holding current value
$261,754
Previous $461,000
46.42%
% of portfolio
0.03%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$549 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio