Venturi Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 2,849 shares of AVIV stock, worth $149,401. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,849
Previous 93,077
96.94%
Holding current value
$149,401
Previous $4.79 Million
96.79%
% of portfolio
0.01%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding AVIV
# of Institutions
92Shares Held
4.02MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO659KShares$34.6 Million0.02% of portfolio
-
Atwood & Palmer Inc397KShares$20.8 Million1.65% of portfolio
-
Financial Advisory Service, Inc.250KShares$13.1 Million1.26% of portfolio
-
Websterrogers Financial Advisors, LLC188KShares$9.86 Million3.72% of portfolio
-
Allegiance Financial Group Advisory Services LLC Vienna, VA168KShares$8.79 Million3.71% of portfolio