Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History
Shotwell Rutter Baer Inc
- $113 Billion
- Q2 2024
A detailed history of Shotwell Rutter Baer Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 92,472 shares of AVUV stock, worth $8.61 Million. This represents 7.23% of its overall portfolio holdings.
Number of Shares
92,472
Previous 90,908
1.72%
Holding current value
$8.61 Million
Previous $8.38 Billion
2.61%
% of portfolio
7.23%
Previous 16.99%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$539 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$340 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$316 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$276 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$254 Million15.17% of portfolio