Uma Financial Services, Inc. American Centy ETF Tr Avantis Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
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 3,599 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,599
Previous 3,779
4.76%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding AVGE
# of Institutions
107Shares Held
1.95MCall Options Held
0Put Options Held
0-
Wealthstream Advisors, Inc.164KShares$00.0% of portfolio
-
Meredith Wealth Planning Maryville, IL147KShares$04.13% of portfolio
-
Nova R Wealth, Inc.104KShares$00.0% of portfolio
-
Paragon Advisors, LLC90.9KShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC77.6KShares$00.0% of portfolio