Rothschild Investment Corp American Centy ETF Tr Avantis Transaction History
Rothschild Investment Corp
- $1.19 Billion
- Q3 2023
A detailed history of Rothschild Investment Corp transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rothschild Investment Corp holds 41,794 shares of AVUV stock, worth $4.01 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
41,794
Previous 39,776
5.07%
Holding current value
$4.01 Million
Previous $3.09 Million
5.54%
% of portfolio
0.27%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
673Shares Held
88.1MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$555 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$350 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$326 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$262 Million15.17% of portfolio