Middleton & CO Inc American Centy ETF Tr Avantis Transaction History
Middleton & CO Inc
- $898 Million
- Q3 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 2,345 shares of AVUV stock, worth $240,995. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,345
Previous 2,762
15.1%
Holding current value
$240,995
Previous $247,000
8.91%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
734Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$636 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$397 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$370 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$324 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$279 Million15.21% of portfolio