Symphony Financial, Ltd. Co. American Centy ETF Tr Avantis Transaction History
Symphony Financial, Ltd. Co.
- $428 Million
- Q1 2024
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 93,171 shares of AVUV stock, worth $8.36 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
93,171
Previous 257,329
63.79%
Holding current value
$8.36 Million
Previous $23.1 Million
62.22%
% of portfolio
2.04%
Previous 4.96%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
636Shares Held
80.7MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$476 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$320 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$244 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$244 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$231 Million0.02% of portfolio