Telos Capital Management, Inc. American Centy ETF Tr Avantis Transaction History
Telos Capital Management, Inc.
- $918 Million
- Q4 2024
A detailed history of Telos Capital Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Telos Capital Management, Inc. holds 37,698 shares of AVUV stock, worth $3.3 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
37,698
Previous 34,846
8.18%
Holding current value
$3.3 Million
Previous $3.34 Million
8.82%
% of portfolio
0.4%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$700 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$363 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$308 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$236 Million15.25% of portfolio