Uma Financial Services, Inc. American Centy ETF Tr Avantis Transaction History
Uma Financial Services, Inc.
- $550 Million
- Q3 2024
A detailed history of Uma Financial Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Uma Financial Services, Inc. holds 10,413 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,413
Previous 17,177
39.38%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding AVGE
# of Institutions
90Shares Held
2.57MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX931KShares$00.18% of portfolio
-
Wealthstream Advisors, Inc.145KShares$00.0% of portfolio
-
Paragon Advisors, LLC145KShares$00.0% of portfolio
-
Nova R Wealth, Inc.108KShares$00.0% of portfolio
-
Meredith Wealth Planning Maryville, IL82.9KShares$02.67% of portfolio