Symphony Financial, Ltd. Co. American Centy ETF Tr Avantis Transaction History
Symphony Financial, Ltd. Co.
- $177 Million
- Q1 2025
A detailed history of Symphony Financial, Ltd. Co. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 193,691 shares of AVUV stock, worth $16 Million. This represents 9.56% of its overall portfolio holdings.
Number of Shares
193,691
Previous 165,869
16.77%
Holding current value
$16 Million
Previous $16 Million
5.45%
% of portfolio
9.56%
Previous 2.59%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
846Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$362 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio