One Ascent Financial Services LLC American Centy ETF Tr Avantis Transaction History
One Ascent Financial Services LLC
- $139 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
732Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$625 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$390 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$364 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$319 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$274 Million15.21% of portfolio