Sequent Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Sequent Asset Management, LLC
- $118 Million
- Q2 2024
A detailed history of Sequent Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sequent Asset Management, LLC holds 22,701 shares of AVUV stock, worth $2.25 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
22,701
Previous 22,389
1.39%
Holding current value
$2.25 Million
Previous $2.1 Million
2.96%
% of portfolio
1.73%
Previous 1.89%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.4MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$525 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$354 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$270 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$269 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$255 Million0.02% of portfolio