Root Financial Partners, LLC American Centy ETF Tr Avantis Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 2024
A detailed history of Root Financial Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Root Financial Partners, LLC holds 16,926 shares of AVUV stock, worth $1.71 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
16,926Holding current value
$1.71 Million% of portfolio
0.26%Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
734Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$624 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$390 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$363 Million14.61% of portfolio
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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