New England Capital Financial Advisors LLC American Centy ETF Tr Avantis Transaction History
New England Capital Financial Advisors LLC
- $197 Billion
- Q1 2025
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 208,855 shares of AVUV stock, worth $17.3 Million. This represents 9.26% of its overall portfolio holdings.
Number of Shares
208,855
Previous 9
2320511.11%
Holding current value
$17.3 Million
Previous $888,000
2050112.39%
% of portfolio
9.26%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
848Shares Held
112MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$362 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio