Uma Financial Services, Inc. American Centy ETF Tr Avantis Transaction History
Uma Financial Services, Inc.
- $562 Million
- Q1 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 3,779 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,779
Previous 9,182
58.84%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding AVGE
# of Institutions
100Shares Held
1.76MCall Options Held
0Put Options Held
0-
Wealthstream Advisors, Inc.145KShares$00.0% of portfolio
-
Paragon Advisors, LLC144KShares$00.0% of portfolio
-
Nova R Wealth, Inc.105KShares$00.0% of portfolio
-
Meredith Wealth Planning Maryville, IL82.9KShares$02.67% of portfolio
-
Compass Ion Advisors, LLC69.8KShares$00.0% of portfolio