Warren Averett Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 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 65,884 shares of AVSD stock, worth $3.67 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
65,884
Previous 64,757
1.74%
Holding current value
$3.67 Million
Previous $3.49 Million
7.48%
% of portfolio
0.09%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding AVSD
# of Institutions
50Shares Held
1.34MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA264KShares$14.7 Million10.38% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11 Million1.35% of portfolio
-
Old Mission Capital LLC93.3KShares$5.2 Million0.14% of portfolio
-
Merriman Wealth Management, LLC71.7KShares$4 Million0.19% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$3.73 Million1.94% of portfolio