Morling Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Morling Financial Advisors, LLC
- $228 Million
- Q2 2024
A detailed history of Morling Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 54,232 shares of AVUS stock, worth $5.14 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
54,232
Previous 54,357
0.23%
Holding current value
$5.14 Million
Previous $4.86 Million
0.56%
% of portfolio
2.15%
Previous 2.81%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$289 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$257 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio