Squire Investment Management Company, LLC American Centy ETF Tr Avantis Transaction History
Squire Investment Management Company, LLC
- $240 Billion
- Q1 2025
A detailed history of Squire Investment Management Company, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 38,592 shares of AVUV stock, worth $3.38 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
38,592
Previous 21,817
76.89%
Holding current value
$3.38 Million
Previous $2.11 Billion
59.74%
% of portfolio
1.4%
Previous 0.93%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
864Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$983 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$384 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$282 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$237 Million14.28% of portfolio