New England Capital Financial Advisors LLC American Centy ETF Tr Avantis Transaction History
New England Capital Financial Advisors LLC
- $193 Billion
- Q3 2024
A detailed history of New England Capital Financial Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 7 shares of AVUV stock, worth $675. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7
Previous 7
-0.0%
Holding current value
$675
Previous $634,000
7.26%
% of portfolio
0.0%
Previous 0.0%
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$597 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$373 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$347 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$262 Million15.21% of portfolio