Warren Averett Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 2024
A detailed history of Warren Averett Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 973,523 shares of AVUV stock, worth $89.7 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
973,523
Previous 879,097
10.74%
Holding current value
$89.7 Million
Previous $84.3 Million
11.41%
% of portfolio
1.48%
Previous 1.58%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
830Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$736 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$324 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$248 Million15.25% of portfolio