Summit Financial Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,928 shares of AVSC stock, worth $226,606. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,928Holding current value
$226,606% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding AVSC
# of Institutions
164Shares Held
40.6MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO13.7MShares$793 Million1.47% of portfolio
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Envestnet Asset Management Inc12.6MShares$726 Million0.2% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA3.52MShares$203 Million9.88% of portfolio
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Northwestern Mutual Wealth Management CO1.06MShares$60.9 Million0.04% of portfolio
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Wealth Management Nebraska Norfolk, NE828KShares$47.8 Million10.21% of portfolio