N.E.W. Advisory Services LLC American Centy ETF Tr Avantis Transaction History
N.E.W. Advisory Services LLC
- $1.01 Billion
- Q3 2024
A detailed history of N.E.W. Advisory Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 175,692 shares of AVUV stock, worth $18.4 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
175,692
Previous 160,146
9.71%
Holding current value
$18.4 Million
Previous $14.4 Million
17.32%
% of portfolio
1.67%
Previous 1.56%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$648 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$405 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$377 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$331 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$284 Million15.21% of portfolio